TIM
BLCN

Tevis Investment Management’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Tevis Investment Management’s Portfolio BLCN Stock Details BLCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13
Closed – – 402
2022
Q2 		$0 Buy
+13
New +$397 ﹤0.01% 486
2022
Q1 		– Sell
-13
Closed -$1K – 489
2021
Q4 		$1K Buy
+13
New +$610 ﹤0.01% 533

Other funds holding BLCN

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Tevis Investment Management's BLCN Position: Q3 2022 in Review

Tevis Investment Management sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q3 2022, closing a stake of 13 shares.

Tevis Investment Management first reported a position in BLCN in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 67 funds tracked by Wall St. Rank hold BLCN as of Q3 2022.

  • Tevis Investment Management reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 13 Siren ETF Trust Siren NexGen Economy ETF shares in Q3 2022.
  • Tevis Investment Management first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q4 2021 and held it in 2 quarters.
  • Tevis Investment Management's Siren ETF Trust Siren NexGen Economy ETF position peaked at $1K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.