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Beirne Wealth Consulting Services’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Beirne Wealth Consulting Services’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,812
Closed -$205K – 73
2019
Q4 		$205K Sell
3,812
-9,319
-71% -$470K 0.18% 86
2019
Q3 		$626K Sell
13,131
-82
-0.6% -$4.08K 0.52% 49
2019
Q2 		$657K Buy
+13,213
New +$615K 0.59% 50

Other funds holding AADR

SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beirne Wealth Consulting Services's AADR Position: Q1 2020 in Review

Beirne Wealth Consulting Services sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q1 2020, closing a stake of 3,812 shares — an estimated $205K sold.

Beirne Wealth Consulting Services first reported a position in AADR in Q2 2019 and held it in 3 quarters. The position peaked at $657K in Q2 2019. 26 funds tracked by Wall St. Rank hold AADR as of Q1 2020.

  • Beirne Wealth Consulting Services reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q1 2020 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 3,812 AdvisorShares Dorsey Wright ADR ETF shares in Q1 2020, an estimated $205K.
  • Beirne Wealth Consulting Services first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q2 2019 and held it in 3 quarters.
  • Beirne Wealth Consulting Services's AdvisorShares Dorsey Wright ADR ETF position peaked at $657K in Q2 2019.
  • 26 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q1 2020.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2020, filed 28 Apr 2020.