BIAS
UFS

Beacon Investment Advisory Services’s DOMTAR CORPORATION (New) UFS Stock Holding History

Beacon Investment Advisory Services’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,743
Closed -$426K – 309
2021
Q2 		$426K Buy
7,743
+59
+0.8% +$2.85K 0.02% 223
2021
Q1 		$284K Buy
7,684
+231
+3% +$7.97K 0.01% 259
2020
Q4 		$236K Buy
+7,453
New +$212K 0.01% 254
2020
Q1 		– Sell
-10,586
Closed -$405K – 262
2019
Q4 		$405K Buy
+10,586
New +$392K 0.02% 195

Other funds holding UFS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Investment Advisory Services's UFS Position: Q3 2021 in Review

Beacon Investment Advisory Services sold out of DOMTAR CORPORATION (New) (UFS) in Q3 2021, closing a stake of 7,743 shares — an estimated $426K sold.

Beacon Investment Advisory Services first reported a position in UFS in Q4 2019 and held it in 4 quarters. The position peaked at $426K in Q2 2021. 218 funds tracked by Wall St. Rank hold UFS as of Q3 2021.

  • Beacon Investment Advisory Services reported no remaining DOMTAR CORPORATION (New) position as of Q3 2021 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 7,743 DOMTAR CORPORATION (New) shares in Q3 2021, an estimated $426K.
  • Beacon Investment Advisory Services first reported a position in DOMTAR CORPORATION (New) in Q4 2019 and held it in 4 quarters.
  • Beacon Investment Advisory Services's DOMTAR CORPORATION (New) position peaked at $426K in Q2 2021.
  • 218 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q3 2021.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2021, filed 9 Nov 2021.