Beaumont Financial Advisors’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History

Beaumont Financial Advisors’s Portfolio BFIT Stock Details BFIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,232	Closed	-$214K	–	353
2023 Q3	$214K	Hold	10,232	–	–	0.02%	300
2023 Q2	$231K	Hold	10,232	–	–	0.02%	308
2023 Q1	$238K	Hold	10,232	–	–	0.02%	280
2022 Q4	$214K	Hold	10,232	–	–	0.02%	299
2022 Q3	$186K	Hold	10,232	–	–	0.02%	293
2022 Q2	$210K	Hold	10,232	–	–	0.02%	289
2022 Q1	$244K	Hold	10,232	–	–	0.02%	319
2021 Q4	$287K	Hold	10,232	–	–	0.02%	281
2021 Q3	$294K	Hold	10,232	–	–	0.02%	273
2021 Q2	$312K	Hold	10,232	–	–	0.02%	286
2021 Q1	$272K	Hold	10,232	–	–	0.02%	293
2020 Q4	$262K	Hold	10,232	–	–	0.02%	288
2020 Q3	$225K	Hold	10,232	–	–	0.02%	292
2020 Q2	$202K	Hold	10,232	–	–	0.02%	271
2020 Q1	$160K	Hold	10,232	–	–	0.02%	225
2019 Q4	$223K	Hold	10,232	–	–	0.02%	258
2019 Q3	$206K	Hold	10,232	–	–	0.02%	257
2019 Q2	$202K	Buy	+10,232	New	+$203K	0.02%	241

Other funds holding BFIT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Beaumont Financial Advisors's BFIT Position: Q4 2023 in Review

Beaumont Financial Advisors sold out of Global X Funds Global X Health & Wellness ETF (BFIT) in Q4 2023, closing a stake of 10,232 shares — an estimated $214K sold.

Beaumont Financial Advisors first reported a position in BFIT in Q2 2019 and held it in 18 quarters. The position peaked at $312K in Q2 2021. 14 funds tracked by Wall St. Rank hold BFIT as of Q4 2023.

Beaumont Financial Advisors reported no remaining Global X Funds Global X Health & Wellness ETF position as of Q4 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 10,232 Global X Funds Global X Health & Wellness ETF shares in Q4 2023, an estimated $214K.
Beaumont Financial Advisors first reported a position in Global X Funds Global X Health & Wellness ETF in Q2 2019 and held it in 18 quarters.
Beaumont Financial Advisors's Global X Funds Global X Health & Wellness ETF position peaked at $312K in Q2 2021.
14 funds tracked by Wall St. Rank held Global X Funds Global X Health & Wellness ETF as of Q4 2023.

Based on Beaumont Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.