BHWM
KEEL

Beaird Harris Wealth Management’s Keel Infrastructure Corp KEEL Stock Holding History

Beaird Harris Wealth Management’s Portfolio KEEL Stock Details KEEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,038
Closed -$1K – 743
2022
Q3 		$1K Hold
1,038
– – ﹤0.01% 425
2022
Q2 		$1K Hold
1,038
– – ﹤0.01% 364
2022
Q1 		$4K Hold
1,038
– – ﹤0.01% 443
2021
Q4 		$5K Buy
+1,038
New +$6.41K ﹤0.01% 468

Other funds holding KEEL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beaird Harris Wealth Management's KEEL Position: Q4 2022 in Review

Beaird Harris Wealth Management sold out of Keel Infrastructure Corp (KEEL) in Q4 2022, closing a stake of 1,038 shares — an estimated $1K sold.

Beaird Harris Wealth Management first reported a position in KEEL in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 90 funds tracked by Wall St. Rank hold KEEL as of Q4 2022.

  • Beaird Harris Wealth Management reported no remaining Keel Infrastructure Corp position as of Q4 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,038 Keel Infrastructure Corp shares in Q4 2022, an estimated $1K.
  • Beaird Harris Wealth Management first reported a position in Keel Infrastructure Corp in Q4 2021 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Keel Infrastructure Corp position peaked at $5K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Keel Infrastructure Corp as of Q4 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.