RFA
BNBX

Reilly Financial Advisors’s BNB Plus Corp BNBX Stock Holding History

Reilly Financial Advisors’s Portfolio BNBX Stock Details BNBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Hold
0
– -$15K – 882
2020
Q3 		– Hold
0
– – – 488
2020
Q2 		– Hold
0
– – – 487
2020
Q1 		– Hold
0
– – – 669
2019
Q4 		– Hold
0
– – – 730
2019
Q3 		– Hold
0
– – – 614
2019
Q2 		– Hold
0
– – – 483
2019
Q1 		– Hold
0
– – – 407
2018
Q4 		– Hold
0
– – – 487
2018
Q3 		– Hold
0
– – – 292
2018
Q2 		– Hold
0
– – – 275
2018
Q1 		– Hold
0
– – – 257
2017
Q4 		– Hold
0
– – – 262
2017
Q3 		– Hold
0
– – – 176
2017
Q2 		– Hold
0
– – – 228
2017
Q1 		– Hold
0
– – – 225
2016
Q4 		– Hold
0
– – – 198
2016
Q3 		– Hold
0
– – – 156

Other funds holding BNBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $95.5M AUM 20.83% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return