BHWA
MOH icon

Beacon Harbor Wealth Advisors’s Molina Healthcare MOH Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio MOH Stock Details MOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-25,405
Closed -$4.52M – 53
2020
Q2 		$4.52M Buy
25,405
+149
+0.6% +$25.4K 2.6% 7
2020
Q1 		$3.53M Buy
25,256
+9,213
+57% +$1.23M 2.67% 9
2019
Q4 		$2.18M Buy
16,043
+440
+3% +$55.4K 1.29% 37
2019
Q3 		$1.83M Buy
+15,603
New +$2.02M 1.17% 44

Other funds holding MOH

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Beacon Harbor Wealth Advisors's MOH Position: Q3 2020 in Review

Beacon Harbor Wealth Advisors sold out of Molina Healthcare (MOH) in Q3 2020, closing a stake of 25,405 shares — an estimated $4.52M sold.

Beacon Harbor Wealth Advisors first reported a position in MOH in Q3 2019 and held it in 4 quarters. The position peaked at $4.52M in Q2 2020. 407 funds tracked by Wall St. Rank hold MOH as of Q3 2020.

  • Beacon Harbor Wealth Advisors reported no remaining Molina Healthcare position as of Q3 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 25,405 Molina Healthcare shares in Q3 2020, an estimated $4.52M.
  • Beacon Harbor Wealth Advisors first reported a position in Molina Healthcare in Q3 2019 and held it in 4 quarters.
  • Beacon Harbor Wealth Advisors's Molina Healthcare position peaked at $4.52M in Q2 2020.
  • 407 funds tracked by Wall St. Rank held Molina Healthcare as of Q3 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.