BFA
LMDX

Beaumont Financial Advisors’s LumiraDx Limited Common Shares LMDX Stock Holding History

Beaumont Financial Advisors’s Portfolio LMDX Stock Details LMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,000
Closed -$4.65K – 360
2023
Q2 		$4.65K Hold
10,000
– – ﹤0.01% 344
2023
Q1 		$4.65K Buy
+10,000
New +$9.58K ﹤0.01% 318

Other funds holding LMDX

GF
Gates Foundation Seattle, Washington $43.5M AUM 14.19% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beaumont Financial Advisors's LMDX Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of LumiraDx Limited Common Shares (LMDX) in Q3 2023, closing a stake of 10,000 shares — an estimated $4.65K sold.

Beaumont Financial Advisors first reported a position in LMDX in Q1 2023 and held it in 2 quarters. The position peaked at $4.65K in Q2 2023. 34 funds tracked by Wall St. Rank hold LMDX as of Q3 2023.

  • Beaumont Financial Advisors reported no remaining LumiraDx Limited Common Shares position as of Q3 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,000 LumiraDx Limited Common Shares shares in Q3 2023, an estimated $4.65K.
  • Beaumont Financial Advisors first reported a position in LumiraDx Limited Common Shares in Q1 2023 and held it in 2 quarters.
  • Beaumont Financial Advisors's LumiraDx Limited Common Shares position peaked at $4.65K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held LumiraDx Limited Common Shares as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.