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Beaumont Financial Advisors’s Franklin Genomic Advancements ETF HELX Stock Holding History

Beaumont Financial Advisors’s Portfolio HELX Stock Details HELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-139,425
Closed -$7.29M – 364
2021
Q3 		$7.29M Buy
+139,425
New +$7.54M 0.56% 51

Other funds holding HELX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Beaumont Financial Advisors's HELX Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of Franklin Genomic Advancements ETF (HELX) in Q4 2021, closing a stake of 139,425 shares — an estimated $7.29M sold.

Beaumont Financial Advisors first reported a position in HELX in Q3 2021 and held it in 1 quarter. The position peaked at $7.29M in Q3 2021. 11 funds tracked by Wall St. Rank hold HELX as of Q4 2021.

  • Beaumont Financial Advisors reported no remaining Franklin Genomic Advancements ETF position as of Q4 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 139,425 Franklin Genomic Advancements ETF shares in Q4 2021, an estimated $7.29M.
  • Beaumont Financial Advisors first reported a position in Franklin Genomic Advancements ETF in Q3 2021 and held it in 1 quarter.
  • Beaumont Financial Advisors's Franklin Genomic Advancements ETF position peaked at $7.29M in Q3 2021.
  • 11 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.