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Beacon Harbor Wealth Advisors’s Amkor Technology AMKR Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio AMKR Stock Details AMKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-170,984
Closed -$4.27M – 74
2021
Q3 		$4.27M Buy
+170,984
New +$4.36M 1.51% 33

Other funds holding AMKR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Harbor Wealth Advisors's AMKR Position: Q4 2021 in Review

Beacon Harbor Wealth Advisors sold out of Amkor Technology (AMKR) in Q4 2021, closing a stake of 170,984 shares — an estimated $4.27M sold.

Beacon Harbor Wealth Advisors first reported a position in AMKR in Q3 2021 and held it in 1 quarter. The position peaked at $4.27M in Q3 2021. 272 funds tracked by Wall St. Rank hold AMKR as of Q4 2021.

  • Beacon Harbor Wealth Advisors reported no remaining Amkor Technology position as of Q4 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 170,984 Amkor Technology shares in Q4 2021, an estimated $4.27M.
  • Beacon Harbor Wealth Advisors first reported a position in Amkor Technology in Q3 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Amkor Technology position peaked at $4.27M in Q3 2021.
  • 272 funds tracked by Wall St. Rank held Amkor Technology as of Q4 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.