Beaumont Financial Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,655	Closed	-$226K	–	349
2023 Q3	$226K	Sell	2,655 -534	-17%	-$47.3K	0.02%	292
2023 Q2	$281K	Hold	3,189	–	–	0.03%	274
2023 Q1	$264K	Hold	3,189	–	–	0.03%	267
2022 Q4	$251K	Sell	3,189 -425	-12%	-$33.6K	0.03%	278
2022 Q3	$263K	Buy	3,614 +234	+7%	+$18.7K	0.03%	263
2022 Q2	$257K	Buy	3,380 +85	+3%	+$7.05K	0.02%	266
2022 Q1	$304K	Sell	3,295 -315	-9%	-$29.1K	0.02%	276
2021 Q4	$369K	Hold	3,610	–	–	0.03%	253
2021 Q3	$365K	Hold	3,610	–	–	0.03%	247
2021 Q2	$367K	Hold	3,610	–	–	0.03%	260
2021 Q1	$343K	Hold	3,610	–	–	0.03%	250
2020 Q4	$324K	Hold	3,610	–	–	0.03%	251
2020 Q3	$277K	Hold	3,610	–	–	0.03%	269
2020 Q2	$257K	Hold	3,610	–	–	0.03%	243
2020 Q1	$213K	Hold	3,610	–	–	0.03%	217
2019 Q4	$279K	Hold	3,610	–	–	0.03%	233
2019 Q3	$265K	Hold	3,610	–	–	0.03%	232
2019 Q2	$266K	Hold	3,610	–	–	0.03%	206
2019 Q1	$256K	Buy	+3,610	New	+$249K	0.03%	200
2018 Q4	–	Sell	-2,793	Closed	-$214K	–	233
2018 Q3	$214K	Buy	+2,793	New	+$211K	0.02%	211

Other funds holding SHE

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

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Beaumont Financial Advisors's SHE Position: Q4 2023 in Review

Beaumont Financial Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2023, closing a stake of 2,655 shares — an estimated $226K sold.

Beaumont Financial Advisors first reported a position in SHE in Q3 2018 and held it in 20 quarters. The position peaked at $369K in Q4 2021. 95 funds tracked by Wall St. Rank hold SHE as of Q4 2023.

Beaumont Financial Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 2,655 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2023, an estimated $226K.
Beaumont Financial Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2018 and held it in 20 quarters.
Beaumont Financial Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $369K in Q4 2021.
95 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2023.

Based on Beaumont Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.