Beaumont Asset Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Beaumont Asset Management’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,449	Closed	-$258K	–	77
2022 Q4	$258K	Sell	5,449 -628	-10%	-$30.1K	0.19%	71
2022 Q3	$270K	Sell	6,077 -5,386	-47%	-$269K	0.21%	67
2022 Q2	$549K	Sell	11,463 -81,348	-88%	-$4.22M	0.42%	43
2022 Q1	$5.48M	Sell	92,811 -11,357	-11%	-$668K	3.7%	6
2021 Q4	$6.88M	Sell	104,168 -3,716	-3%	-$242K	4.58%	5
2021 Q3	$6.77M	Sell	107,884 -25	-0%	-$1.61K	5.04%	5
2021 Q2	$6.83M	Buy	107,909 +19	+0%	+$1.17K	5.26%	4
2021 Q1	$6.39M	Buy	107,890 +1,800	+2%	+$107K	5.36%	4
2020 Q4	$6.07M	Sell	106,090 -959	-0.9%	-$50.6K	5.47%	4
2020 Q3	$5.2M	Sell	107,049 -6,008	-5%	-$287K	5.21%	4
2020 Q2	$5.03M	Buy	113,057 +985	+0.9%	+$40.4K	5.27%	4
2020 Q1	$3.99M	Buy	112,072 +18,537	+20%	+$757K	4.78%	4
2019 Q4	$4M	Buy	+93,535	New	+$3.81M	3.82%	4

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Beaumont Asset Management's XT Position: Q1 2023 in Review

Beaumont Asset Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2023, closing a stake of 5,449 shares — an estimated $258K sold.

Beaumont Asset Management first reported a position in XT in Q4 2019 and held it in 13 quarters. The position peaked at $6.88M in Q4 2021. 212 funds tracked by Wall St. Rank hold XT as of Q1 2023.

Beaumont Asset Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2023 after selling out during the quarter.
Beaumont Asset Management sold 5,449 iShares Future Exponential Technologies ETF shares in Q1 2023, an estimated $258K.
Beaumont Asset Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and held it in 13 quarters.
Beaumont Asset Management's iShares Future Exponential Technologies ETF position peaked at $6.88M in Q4 2021.
212 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2023.

Based on Beaumont Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.