LWM Advisory Services’s Beyond Meat BYND Stock Holding History

LWM Advisory Services’s Portfolio BYND Stock Details BYND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-103	Closed	-$991	–	93
2023 Q3	$991	Buy	+103	New	+$1.34K	﹤0.01%	144

Other funds holding BYND

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LWM Advisory Services's BYND Position: Q4 2023 in Review

LWM Advisory Services sold out of Beyond Meat (BYND) in Q4 2023, closing a stake of 103 shares — an estimated $991 sold.

LWM Advisory Services first reported a position in BYND in Q3 2023 and held it in 1 quarter. The position peaked at $991 in Q3 2023. 243 funds tracked by Wall St. Rank hold BYND as of Q4 2023.

LWM Advisory Services reported no remaining Beyond Meat position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 103 Beyond Meat shares in Q4 2023, an estimated $991.
LWM Advisory Services first reported a position in Beyond Meat in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Beyond Meat position peaked at $991 in Q3 2023.
243 funds tracked by Wall St. Rank held Beyond Meat as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.