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IFP Advisors’s KE Holdings BEKE Stock Holding History

IFP 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 		$539 Buy
36
+4
+13% +$69 ﹤0.01% 4402
2025
Q4 		$504 Hold
32
– – ﹤0.01% 4287
2025
Q3 		$608 Buy
+32
New +$600 ﹤0.01% 4118
2025
Q2 		– Sell
-61
Closed -$1.23K – 4925
2025
Q1 		$1.23K Buy
61
+50
+455% +$991 ﹤0.01% 3292
2024
Q4 		$203 Buy
+11
New +$227 ﹤0.01% 3737
2024
Q3 		– Sell
-29
Closed -$410 – 3318
2024
Q2 		$410 Buy
+29
New +$454 ﹤0.01% 3104
2023
Q4 		– Sell
-30
Closed -$466 – 3077
2023
Q3 		$466 Hold
30
– – ﹤0.01% 3112
2023
Q2 		$446 Hold
30
– – ﹤0.01% 3212
2023
Q1 		$1.12K Hold
30
– – ﹤0.01% 3063
2022
Q4 		$1K Buy
+30
New +$417 ﹤0.01% 4288

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