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Beacon Harbor Wealth Advisors’s Arista Networks ANET Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio ANET Stock Details ANET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-95,064
Closed -$6.89M – 69
2024
Q1 		$6.89M Buy
95,064
+120
+0.1% +$8.09K 1.82% 14
2023
Q4 		$5.59M Buy
+94,944
New +$4.99M 1.63% 26

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JP Morgan Chase
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AllianceBernstein
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CAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Harbor Wealth Advisors's ANET Position: Q2 2024 in Review

Beacon Harbor Wealth Advisors sold out of Arista Networks (ANET) in Q2 2024, closing a stake of 95,064 shares — an estimated $6.89M sold.

Beacon Harbor Wealth Advisors first reported a position in ANET in Q4 2023 and held it in 2 quarters. The position peaked at $6.89M in Q1 2024. 1,401 funds tracked by Wall St. Rank hold ANET as of Q2 2024.

  • Beacon Harbor Wealth Advisors reported no remaining Arista Networks position as of Q2 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 95,064 Arista Networks shares in Q2 2024, an estimated $6.89M.
  • Beacon Harbor Wealth Advisors first reported a position in Arista Networks in Q4 2023 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Arista Networks position peaked at $6.89M in Q1 2024.
  • 1,401 funds tracked by Wall St. Rank held Arista Networks as of Q2 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.