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HFG Wealth Management’s Beneficient BENF Stock Holding History

HFG Wealth Management’s Portfolio BENF Stock Details BENF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-124
Closed -$5.32K – 41
2024
Q1 		$5.32K Buy
124
+102
+464% +$15.7K ﹤0.01% 35
2023
Q4 		$6.94K Buy
+22
New +$10.4K ﹤0.01% 57

Other funds holding BENF

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HIP
Hatteras Investment Partners Raleigh, North Carolina $169K AUM 86.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

HFG Wealth Management's BENF Position: Q2 2024 in Review

HFG Wealth Management sold out of Beneficient (BENF) in Q2 2024, closing a stake of 124 shares — an estimated $5.32K sold.

HFG Wealth Management first reported a position in BENF in Q4 2023 and held it in 2 quarters. The position peaked at $6.94K in Q4 2023. 11 funds tracked by Wall St. Rank hold BENF as of Q2 2024.

  • HFG Wealth Management reported no remaining Beneficient position as of Q2 2024 after selling out during the quarter.
  • HFG Wealth Management sold 124 Beneficient shares in Q2 2024, an estimated $5.32K.
  • HFG Wealth Management first reported a position in Beneficient in Q4 2023 and held it in 2 quarters.
  • HFG Wealth Management's Beneficient position peaked at $6.94K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Beneficient as of Q2 2024.

Based on HFG Wealth Management's 13F filing for Q2 2024, filed 20 Aug 2024.