BCM
BECO

Bourgeon Capital Management’s BlackRock Future Climate and Sustainable Economy ETF BECO Stock Holding History

Bourgeon Capital Management’s Portfolio BECO Stock Details BECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,500
Closed -$31.6K – 404
2023
Q4 		$31.6K Hold
1,500
– – 0.01% 176
2023
Q3 		$28.9K Hold
1,500
– – 0.01% 172
2023
Q2 		$32.1K Buy
+1,500
New +$32.2K 0.01% 181

Other funds holding BECO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AGWCA
Annis Gardner Whiting Capital Advisors Tampa, Florida $625M AUM 23.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bourgeon Capital Management's BECO Position: Q1 2024 in Review

Bourgeon Capital Management sold out of BlackRock Future Climate and Sustainable Economy ETF (BECO) in Q1 2024, closing a stake of 1,500 shares — an estimated $31.6K sold.

Bourgeon Capital Management first reported a position in BECO in Q2 2023 and held it in 3 quarters. The position peaked at $32.1K in Q2 2023. 5 funds tracked by Wall St. Rank hold BECO as of Q1 2024.

  • Bourgeon Capital Management reported no remaining BlackRock Future Climate and Sustainable Economy ETF position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 1,500 BlackRock Future Climate and Sustainable Economy ETF shares in Q1 2024, an estimated $31.6K.
  • Bourgeon Capital Management first reported a position in BlackRock Future Climate and Sustainable Economy ETF in Q2 2023 and held it in 3 quarters.
  • Bourgeon Capital Management's BlackRock Future Climate and Sustainable Economy ETF position peaked at $32.1K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held BlackRock Future Climate and Sustainable Economy ETF as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.