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Beaumont Financial Advisors’s Achieve Life Sciences ACHV Stock Holding History

Beaumont Financial Advisors’s Portfolio ACHV Stock Details ACHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,000
Closed -$81.6K – 324
2023
Q2 		$81.6K Hold
12,000
– – 0.01% 338
2023
Q1 		$81.6K Buy
+12,000
New +$57K 0.01% 310

Other funds holding ACHV

SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

Beaumont Financial Advisors's ACHV Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of Achieve Life Sciences (ACHV) in Q3 2023, closing a stake of 12,000 shares — an estimated $81.6K sold.

Beaumont Financial Advisors first reported a position in ACHV in Q1 2023 and held it in 2 quarters. The position peaked at $81.6K in Q2 2023. 35 funds tracked by Wall St. Rank hold ACHV as of Q3 2023.

  • Beaumont Financial Advisors reported no remaining Achieve Life Sciences position as of Q3 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 12,000 Achieve Life Sciences shares in Q3 2023, an estimated $81.6K.
  • Beaumont Financial Advisors first reported a position in Achieve Life Sciences in Q1 2023 and held it in 2 quarters.
  • Beaumont Financial Advisors's Achieve Life Sciences position peaked at $81.6K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Achieve Life Sciences as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.