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Beaumont Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Beaumont Asset Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,710
Closed -$269K – 62
2019
Q4 		$269K Buy
+3,710
New +$258K 0.26% 51

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Envestnet Asset Management
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MFRM
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SW
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaumont Asset Management's ITOT Position: Q1 2020 in Review

Beaumont Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 3,710 shares — an estimated $269K sold.

Beaumont Asset Management first reported a position in ITOT in Q4 2019 and held it in 1 quarter. The position peaked at $269K in Q4 2019. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

  • Beaumont Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Beaumont Asset Management sold 3,710 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $269K.
  • Beaumont Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • Beaumont Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $269K in Q4 2019.
  • 673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Beaumont Asset Management's 13F filing for Q1 2020, filed 21 Apr 2020.