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Patriot Financial Group Insurance Agency’s KE Holdings BEKE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-171
Closed -$3K – 550
2022
Q2 		$3K Hold
171
– – ﹤0.01% 1608
2022
Q1 		$2K Buy
+171
New +$3.05K ﹤0.01% 1829
2021
Q4 		– Sell
-26
Closed – – 2135
2021
Q3 		$0 Hold
26
– – ﹤0.01% 2138
2021
Q2 		$1K Buy
+26
New +$1.33K ﹤0.01% 1954

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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BEKE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of KE Holdings (BEKE) in Q3 2022, closing a stake of 171 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in BEKE in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 231 funds tracked by Wall St. Rank hold BEKE as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining KE Holdings position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 171 KE Holdings shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in KE Holdings in Q2 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's KE Holdings position peaked at $3K in Q2 2022.
  • 231 funds tracked by Wall St. Rank held KE Holdings as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.