BFA
RJA

Beaumont Financial Advisors’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return RJA Stock Holding History

Beaumont Financial Advisors’s Portfolio RJA Stock Details RJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-33,125
Closed -$301K – 343
2022
Q3 		$301K Sell
33,125
-2,900
-8% -$26.5K 0.03% 238
2022
Q2 		$336K Buy
36,025
+24,675
+217% +$257K 0.03% 221
2022
Q1 		$114K Buy
+11,350
New +$108K 0.01% 349

Other funds holding RJA

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Beaumont Financial Advisors's RJA Position: Q4 2022 in Review

Beaumont Financial Advisors sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return (RJA) in Q4 2022, closing a stake of 33,125 shares — an estimated $301K sold.

Beaumont Financial Advisors first reported a position in RJA in Q1 2022 and held it in 3 quarters. The position peaked at $336K in Q2 2022. 2 funds tracked by Wall St. Rank hold RJA as of Q4 2022.

  • Beaumont Financial Advisors reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return position as of Q4 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 33,125 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return shares in Q4 2022, an estimated $301K.
  • Beaumont Financial Advisors first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return in Q1 2022 and held it in 3 quarters.
  • Beaumont Financial Advisors's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return position peaked at $336K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return as of Q4 2022.

Based on Beaumont Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.