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Israel Englander’s Beneficient BENF Stock Holding History

Israel Englander’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
-409
Closed -$17.6K – 5889
2024
Q1 		$17.6K Buy
+409
New +$62.9K ﹤0.01% 5838
2023
Q3 		– Sell
-30
Closed -$57.3K – 6124
2023
Q2 		$57.3K Buy
+30
New +$93.2K ﹤0.01% 5448

Other funds holding BENF

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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 $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

Israel Englander's BENF Position: Q2 2024 in Review

Israel Englander sold out of Beneficient (BENF) in Q2 2024, closing a stake of 409 shares — an estimated $17.6K sold.

Israel Englander first reported a position in BENF in Q2 2023 and held it in 2 quarters. The position peaked at $57.3K in Q2 2023. 11 funds tracked by Wall St. Rank hold BENF as of Q2 2024.

  • Israel Englander reported no remaining Beneficient position as of Q2 2024 after selling out during the quarter.
  • Israel Englander sold 409 Beneficient shares in Q2 2024, an estimated $17.6K.
  • Israel Englander first reported a position in Beneficient in Q2 2023 and held it in 2 quarters.
  • Israel Englander's Beneficient position peaked at $57.3K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Beneficient as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.