BFA
GENZ

Beaumont Financial Advisors’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Beaumont Financial Advisors’s Portfolio GENZ Stock Details GENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-138,603
Closed -$7.36M – 357
2021
Q2 		$7.36M Buy
+138,603
New +$7.51M 0.56% 49

Other funds holding GENZ

JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return

Beaumont Financial Advisors's GENZ Position: Q3 2021 in Review

Beaumont Financial Advisors sold out of VanEck Digital Native Economy ETF (GENZ) in Q3 2021, closing a stake of 138,603 shares — an estimated $7.36M sold.

Beaumont Financial Advisors first reported a position in GENZ in Q2 2021 and held it in 1 quarter. The position peaked at $7.36M in Q2 2021. 46 funds tracked by Wall St. Rank hold GENZ as of Q3 2021.

  • Beaumont Financial Advisors reported no remaining VanEck Digital Native Economy ETF position as of Q3 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 138,603 VanEck Digital Native Economy ETF shares in Q3 2021, an estimated $7.36M.
  • Beaumont Financial Advisors first reported a position in VanEck Digital Native Economy ETF in Q2 2021 and held it in 1 quarter.
  • Beaumont Financial Advisors's VanEck Digital Native Economy ETF position peaked at $7.36M in Q2 2021.
  • 46 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2021.

Based on Beaumont Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.