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Simplicity Wealth’s Mobile Infrastructure Corp BEEP Stock Holding History

Simplicity Wealth’s Portfolio BEEP Stock Details BEEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,187
Closed -$62.7K – 1246
2024
Q1 		$62.7K Buy
+17,187
New +$65.3K ﹤0.01% 1134

Other funds holding BEEP

NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return

Simplicity Wealth's BEEP Position: Q2 2024 in Review

Simplicity Wealth sold out of Mobile Infrastructure Corp (BEEP) in Q2 2024, closing a stake of 17,187 shares — an estimated $62.7K sold.

Simplicity Wealth first reported a position in BEEP in Q1 2024 and held it in 1 quarter. The position peaked at $62.7K in Q1 2024. 28 funds tracked by Wall St. Rank hold BEEP as of Q2 2024.

  • Simplicity Wealth reported no remaining Mobile Infrastructure Corp position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 17,187 Mobile Infrastructure Corp shares in Q2 2024, an estimated $62.7K.
  • Simplicity Wealth first reported a position in Mobile Infrastructure Corp in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Mobile Infrastructure Corp position peaked at $62.7K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Mobile Infrastructure Corp as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.