Beaumont Financial Partners, LLC Closed Holding Positions

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
TRMB
Trimble Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
3,303
$56.05 - $74.61 $185K - $246K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
4,037
$41.5 - $56.57 $168K - $228K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
Q2 2022 Filed on Aug 04, 2022
32,938
$36.61 - $53.91 $1.21M - $1.78M
ILF
Ishares Latin America 40 ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
287,954
$22.29 - $31.13 $6.42M - $8.96M
REZ
Ishares Tr Residential And Mul

ETFs
Q2 2022 Filed on Aug 04, 2022
5,269
$75.39 - $99.18 $397K - $523K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
116,062
$66.31 - $79.27 $7.7M - $9.2M
HMY
Harmony Gold Mining CO LTD

Basic Materials
Q2 2022 Filed on Aug 04, 2022
12,130
$3.07 - $5.24 $37.2K - $63.6K
GE
General Electric CO

Industrials
Q2 2022 Filed on Aug 04, 2022
2,947
$63.67 - $92.49 $188K - $273K
ITW
Illinois Tool Works Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
1,165
$178.25 - $213.01 $208K - $248K
LYFT
Lyft, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
5,600
$13.28 - $38.96 $74.4K - $218K
NSA
National Storage Affiliates Trust

Real Estate
Q2 2022 Filed on Aug 04, 2022
3,290
$45.6 - $66.75 $150K - $220K
GBF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
6,676
$104.95 - $113.57 $701K - $758K
NTR
Nutrien Ltd.

Basic Materials
Q2 2022 Filed on Aug 04, 2022
2,280
$78.95 - $114.5 $180K - $261K
IRM
Iron Mountain Inc

Real Estate
Q2 2022 Filed on Aug 04, 2022
5,678
$46.11 - $57.72 $262K - $328K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2022 Filed on May 09, 2022
542
$321.37 - $407.48 $174K - $221K
VICR
Vicor Corp

Technology
Q1 2022 Filed on May 09, 2022
2,000
$61.77 - $126.18 $124K - $252K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2022 Filed on May 09, 2022
9,363
$24.71 - $26.22 $231K - $245K
HDB
Hdfc Bank LTD

Financial Services
Q1 2022 Filed on May 09, 2022
3,834
$54.48 - $71.73 $209K - $275K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
892
$177.34 - $221.73 $158K - $198K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q1 2022 Filed on May 09, 2022
2,606
$79.81 - $89.28 $208K - $233K
MS
Morgan Stanley

Financial Services
Q1 2022 Filed on May 09, 2022
2,051
$83.31 - $108.73 $171K - $223K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2022 Filed on May 09, 2022
547
$357.49 - $445.92 $196K - $244K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2022 Filed on May 09, 2022
4,132
$99.29 - $140.66 $410K - $581K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
2,212
$76.76 - $137.41 $170K - $304K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on May 09, 2022
1,692
$233.59 - $339.12 $395K - $574K
NOW
Service Now, Inc.

Technology
Q1 2022 Filed on May 09, 2022
349
$484.42 - $630.14 $169K - $220K
IAA
Iaa, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
5,350
$32.28 - $50.53 $173K - $270K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2022 Filed on May 09, 2022
4,008
$54.36 - $59.32 $218K - $238K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on May 09, 2022
3,254
$118.44 - $131.22 $385K - $427K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q1 2022 Filed on May 09, 2022
5,111
$34.88 - $42.11 $178K - $215K
ANSS
Ansys Inc

Technology
Q1 2022 Filed on May 09, 2022
586
$289.94 - $395.49 $170K - $232K
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
1,150
$181.39 - $234.03 $209K - $269K
KCE
Spdr S&P Capital Markets ETF

ETFs
Q1 2022 Filed on May 09, 2022
2,294
$84.12 - $104.62 $193K - $240K
TECH
Bio Techne Corp

Healthcare
Q1 2022 Filed on May 09, 2022
409
$353.85 - $487.79 $145K - $200K
TYL
Tyler Technologies Inc

Technology
Q1 2022 Filed on May 09, 2022
422
$391.52 - $523.85 $165K - $221K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2022 Filed on May 09, 2022
2,204
$150.07 - $182.21 $331K - $402K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 09, 2022
3,648
$39.56 - $47.63 $144K - $174K
EFV
Msci Eafe Value ETF

ETFs
Q1 2022 Filed on May 09, 2022
4,985
$45.64 - $53.35 $228K - $266K
General Electric CO
Q1 2022 Filed on May 09, 2022
2,925
N/A
PGR
Progressive Corp

Financial Services
Q1 2022 Filed on May 09, 2022
100,327
$102.0 - $117.17 $10.2M - $11.8M
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on May 09, 2022
5,058
$163.19 - $210.31 $825K - $1.06M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q1 2022 Filed on May 09, 2022
230,922
$50.54 - $58.97 $11.7M - $13.6M
VRSN
Verisign Inc

Technology
Q1 2022 Filed on May 09, 2022
1,528
$199.43 - $252.11 $305K - $385K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 09, 2022
33,223
$31.42 - $36.91 $1.04M - $1.23M
BB
Blackberry LTD

Technology
Q1 2022 Filed on May 09, 2022
10,089
$5.94 - $9.37 $59.9K - $94.5K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
Q1 2022 Filed on May 09, 2022
43,299
$45.02 - $50.44 $1.95M - $2.18M
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2022 Filed on May 09, 2022
20,341
$43.98 - $51.33 $895K - $1.04M
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2022 Filed on May 09, 2022
625
$250.38 - $371.86 $156K - $232K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q1 2022 Filed on May 09, 2022
4,248
$27.51 - $30.04 $117K - $128K
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