Beam Wealth Advisors’s Ericsson ERIC Stock Holding History

Beam Wealth Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-11,643	Closed	-$102K	–	150
2019 Q4	$102K	Buy	+11,643	New	+$103K	0.1%	143

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

CMG

Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

Beam Wealth Advisors's ERIC Position: Q1 2020 in Review

Beam Wealth Advisors sold out of Ericsson (ERIC) in Q1 2020, closing a stake of 11,643 shares — an estimated $102K sold.

Beam Wealth Advisors first reported a position in ERIC in Q4 2019 and held it in 1 quarter. The position peaked at $102K in Q4 2019. 271 funds tracked by Wall St. Rank hold ERIC as of Q1 2020.

Beam Wealth Advisors reported no remaining Ericsson position as of Q1 2020 after selling out during the quarter.
Beam Wealth Advisors sold 11,643 Ericsson shares in Q1 2020, an estimated $102K.
Beam Wealth Advisors first reported a position in Ericsson in Q4 2019 and held it in 1 quarter.
Beam Wealth Advisors's Ericsson position peaked at $102K in Q4 2019.
271 funds tracked by Wall St. Rank held Ericsson as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.