Beam Wealth Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,680	Closed	-$439K	–	130
2021 Q3	$439K	Hold	3,680	–	–	0.38%	82
2021 Q2	$440K	Buy	3,680 +85	+2%	+$9.9K	0.38%	80
2021 Q1	$399K	Buy	3,595 +600	+20%	+$64.3K	0.36%	85
2020 Q4	$313K	Buy	+2,995	New	+$299K	0.3%	87

Other funds holding QUS

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

AFG

Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return

Beam Wealth Advisors's QUS Position: Q4 2021 in Review

Beam Wealth Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2021, closing a stake of 3,680 shares — an estimated $439K sold.

Beam Wealth Advisors first reported a position in QUS in Q4 2020 and held it in 4 quarters. The position peaked at $440K in Q2 2021. 119 funds tracked by Wall St. Rank hold QUS as of Q4 2021.

Beam Wealth Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 3,680 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2021, an estimated $439K.
Beam Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2020 and held it in 4 quarters.
Beam Wealth Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $440K in Q2 2021.
119 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.