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Beaumont Financial Advisors’s
iShares US Medical Devices ETF
IHI
Stock Holding History
Beaumont Financial Advisors’s Portfolio
IHI Stock Details
IHI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
–
Sell
-40,680
Closed
-$1.79M
–
314
2020
Q2
$1.79M
Buy
40,680
+21,594
+113%
+$923K
0.19%
94
2020
Q1
$717K
Sell
19,086
-2,322
-11%
-$97.8K
0.09%
119
2019
Q4
$943K
Sell
21,408
-16,398
-43%
-$689K
0.09%
137
2019
Q3
$1.56M
Buy
+37,806
New
+$1.55M
0.16%
101
2019
Q2
–
Sell
-44,310
Closed
-$1.71M
–
250
2019
Q1
$1.71M
Sell
44,310
-58,770
-57%
-$2.13M
0.18%
88
2018
Q4
$3.43M
Buy
103,080
+858
+0.8%
+$29.7K
0.56%
44
2018
Q3
$3.88M
Buy
102,222
+7,536
+8%
+$268K
0.39%
59
2018
Q2
$3.17M
Buy
94,686
+44,244
+88%
+$1.44M
0.34%
62
2018
Q1
$1.55M
Sell
50,442
-54,390
-52%
-$1.68M
0.17%
83
2017
Q4
$3.03M
Sell
104,832
-2,208
-2%
-$63.7K
0.36%
65
2017
Q3
$2.98M
Buy
107,040
+402
+0.4%
+$11.1K
0.37%
64
2017
Q2
$2.96M
Buy
106,638
+49,776
+88%
+$1.32M
0.38%
64
2017
Q1
$1.44M
Buy
+56,862
New
+$1.38M
0.2%
88
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17.66%
1-Year Est. Return
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
CM
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Los Angeles, California
$9.21B AUM
19.91%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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