Beaumont Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-12,889	Closed	-$661K	–	375
2021 Q2	$661K	Buy	+12,889	New	+$688K	0.05%	178

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2021, closing a stake of 12,889 shares — an estimated $661K sold.

Beaumont Financial Advisors first reported a position in KBE in Q2 2021 and held it in 1 quarter. The position peaked at $661K in Q2 2021. 262 funds tracked by Wall St. Rank hold KBE as of Q3 2021.

Beaumont Financial Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 12,889 State Street SPDR S&P Bank ETF shares in Q3 2021, an estimated $661K.
Beaumont Financial Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2021 and held it in 1 quarter.
Beaumont Financial Advisors's State Street SPDR S&P Bank ETF position peaked at $661K in Q2 2021.
262 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2021.

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