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Beaumont Financial Advisors’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Beaumont Financial Advisors’s Portfolio COMB Stock Details COMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,600
Closed -$216K – 358
2024
Q2 		$216K Sell
10,600
-206
-2% -$4.25K 0.02% 336
2024
Q1 		$215K Sell
10,806
-3,885
-26% -$75.3K 0.02% 339
2023
Q4 		$285K Sell
14,691
-2,190
-13% -$45.9K 0.03% 275
2023
Q3 		$364K Sell
16,881
-125
-0.7% -$2.7K 0.04% 218
2023
Q2 		$351K Buy
17,006
+1,239
+8% +$25.8K 0.03% 244
2023
Q1 		$335K Buy
15,767
+1,298
+9% +$28K 0.03% 230
2022
Q4 		$325K Sell
14,469
-1,115
-7% -$32.7K 0.03% 234
2022
Q3 		$450K Sell
15,584
-6,399
-29% -$195K 0.04% 178
2022
Q2 		$666K Buy
21,983
+1,600
+8% +$53.3K 0.06% 155
2022
Q1 		$654K Buy
20,383
+1,351
+7% +$39.7K 0.05% 185
2021
Q4 		$488K Buy
19,032
+1,750
+10% +$52.6K 0.04% 216
2021
Q3 		$520K Buy
17,282
+800
+5% +$22.9K 0.04% 195
2021
Q2 		$468K Buy
16,482
+2,733
+20% +$74.2K 0.04% 218
2021
Q1 		$343K Sell
13,749
-241,504
-95% -$6.02M 0.03% 248
2020
Q4 		$6M Buy
+255,253
New +$5.66M 0.53% 63

Other funds holding COMB

RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Beaumont Financial Advisors's COMB Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q3 2024, closing a stake of 10,600 shares — an estimated $216K sold.

Beaumont Financial Advisors first reported a position in COMB in Q4 2020 and held it in 15 quarters. The position peaked at $6M in Q4 2020. 36 funds tracked by Wall St. Rank hold COMB as of Q3 2024.

  • Beaumont Financial Advisors reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q3 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,600 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q3 2024, an estimated $216K.
  • Beaumont Financial Advisors first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2020 and held it in 15 quarters.
  • Beaumont Financial Advisors's GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $6M in Q4 2020.
  • 36 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.