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Beaumont Financial Advisors’s ProShares Online Retail ETF ONLN Stock Holding History

Beaumont Financial Advisors’s Portfolio ONLN Stock Details ONLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-53,405
Closed -$1.51M – 333
2022
Q4 		$1.51M Buy
+53,405
New +$1.59M 0.15% 98

Other funds holding ONLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Beaumont Financial Advisors's ONLN Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of ProShares Online Retail ETF (ONLN) in Q1 2023, closing a stake of 53,405 shares — an estimated $1.51M sold.

Beaumont Financial Advisors first reported a position in ONLN in Q4 2022 and held it in 1 quarter. The position peaked at $1.51M in Q4 2022. 56 funds tracked by Wall St. Rank hold ONLN as of Q1 2023.

  • Beaumont Financial Advisors reported no remaining ProShares Online Retail ETF position as of Q1 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 53,405 ProShares Online Retail ETF shares in Q1 2023, an estimated $1.51M.
  • Beaumont Financial Advisors first reported a position in ProShares Online Retail ETF in Q4 2022 and held it in 1 quarter.
  • Beaumont Financial Advisors's ProShares Online Retail ETF position peaked at $1.51M in Q4 2022.
  • 56 funds tracked by Wall St. Rank held ProShares Online Retail ETF as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.