EWA
BEKE icon

EverSource Wealth Advisors’s KE Holdings BEKE Stock Holding History

EverSource Wealth Advisors’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.5K Buy
5,647
+1,543
+38% +$26.5K ﹤0.01% 1539
2025
Q4 		$64.7K Sell
4,104
-1,198
-23% -$20.6K ﹤0.01% 1574
2025
Q3 		$101K Buy
5,302
+1,490
+39% +$27.9K ﹤0.01% 1273
2025
Q2 		$67.6K Buy
3,812
+2,257
+145% +$43.4K ﹤0.01% 1427
2025
Q1 		$31.2K Sell
1,555
-238
-13% -$4.71K ﹤0.01% 1459
2024
Q4 		$33K Buy
1,793
+10
+0.6% +$206 ﹤0.01% 1373
2024
Q3 		$35.5K Buy
1,783
+537
+43% +$7.93K ﹤0.01% 1213
2024
Q2 		$17.3K Buy
1,246
+680
+120% +$10.6K ﹤0.01% 1574
2024
Q1 		$8.56K Buy
566
+288
+104% +$4.02K ﹤0.01% 1777
2023
Q4 		$4.51K Sell
278
-132
-32% -$2.04K ﹤0.01% 1901
2023
Q3 		$6.36K Buy
410
+110
+37% +$1.75K ﹤0.01% 1597
2023
Q2 		$4.46K Sell
300
-9
-3% -$147 ﹤0.01% 1776
2023
Q1 		$5.82K Sell
309
-1
-0.3% -$19 ﹤0.01% 1592
2022
Q4 		$4.33K Sell
310
-3,421
-92% -$47.5K ﹤0.01% 1663
2022
Q3 		$66K Buy
+3,731
New +$60.4K 0.02% 556
2022
Q1 		– Sell
-234
Closed -$4K – 1709
2021
Q4 		$4K Buy
+234
New +$4.79K ﹤0.01% 1309

Other funds holding BEKE

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HCVG
H Capital V GP Grand Cayman, Cayman Islands $74.1M AUM 25.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return