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
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q1 2022 Filed on May 09, 2022
37,392
$41.75 - $51.76 $1.56M - $1.94M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
Q4 2021 Filed on Feb 07, 2022
2,732
$81.38 - $84.71 $222K - $231K
FISV
Fiserv Inc

Technology
Q4 2021 Filed on Feb 07, 2022
2,279
$95.55 - $111.29 $218K - $254K
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 07, 2022
3,025
$86.65 - $101.78 $262K - $308K
BSX
Boston Scientific Corp

Healthcare
Q4 2021 Filed on Feb 07, 2022
6,422
$38.07 - $44.87 $244K - $288K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2021 Filed on Feb 07, 2022
5,938
$38.29 - $39.43 $227K - $234K
JHCS
John Hancock ETF Tr Multifacto

ETFs
Q4 2021 Filed on Feb 07, 2022
8,815
N/A
Invesco Exchange Traded Fd Tr
Q4 2021 Filed on Feb 07, 2022
45,729
N/A
Invesco Exchange Traded Fd Tr
Q4 2021 Filed on Feb 07, 2022
14,506
N/A
ALYA
Alithya Group Inc

Technology
Q4 2021 Filed on Feb 07, 2022
18,608
$2.38 - $2.95 $44.3K - $54.9K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Feb 07, 2022
841
$223.92 - $287.77 $188K - $242K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 07, 2022
6,041
$58.39 - $78.64 $353K - $475K
Invesco Exchange Traded Fd Tr
Q4 2021 Filed on Feb 07, 2022
72,768
N/A
HELX
Franklin Templeton ETF Tr Geno

ETFs
Q4 2021 Filed on Feb 07, 2022
139,425
N/A
XSW
Spdr S&P Software & Services E

ETFs
Q4 2021 Filed on Feb 07, 2022
3,780
$159.01 - $186.85 $601K - $706K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
Q4 2021 Filed on Feb 07, 2022
14,886
$17.6 - $20.9 $262K - $311K
AER
Aer Cap Holdings N.V.

Industrials
Q4 2021 Filed on Feb 07, 2022
3,795
$54.5 - $69.05 $207K - $262K
EPR
Epr Properties

Real Estate
Q4 2021 Filed on Feb 07, 2022
4,190
$43.66 - $53.85 $183K - $226K
ITB
Ishares Tr

ETFs
Q4 2021 Filed on Feb 07, 2022
3,487
$66.2 - $83.04 $231K - $290K
ALX
Alexanders Inc

Real Estate
Q4 2021 Filed on Feb 07, 2022
999
$247.8 - $286.4 $248K - $286K
RBLX
Roblox Corp

Communication Services
Q4 2021 Filed on Feb 07, 2022
9,387
$70.22 - $134.72 $659K - $1.26M
KRNT
Kornit Digital Ltd.

Industrials
Q4 2021 Filed on Feb 07, 2022
1,442
$129.77 - $176.4 $187K - $254K
SKLZ
Skillz Inc.

Communication Services
Q4 2021 Filed on Feb 07, 2022
30,353
$7.19 - $12.5 $218K - $379K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2021 Filed on Feb 07, 2022
1,864
$122.0 - $138.86 $227K - $259K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2021 Filed on Feb 07, 2022
62,493
$115.32 - $124.74 $7.21M - $7.8M
Wisdomtree Tr
Q4 2021 Filed on Feb 07, 2022
350,392
N/A
Therapeuticsmd Inc
Q4 2021 Filed on Feb 07, 2022
10,000
N/A
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2021 Filed on Feb 07, 2022
403,452
$28.27 - $30.05 $11.4M - $12.1M
NVCR
Novo Cure LTD

Healthcare
Q4 2021 Filed on Feb 07, 2022
2,000
$75.08 - $121.99 $150K - $244K
ACWI
Ishares Msci Acwi ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
2,489
$99.44 - $105.29 $248K - $262K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
4,178
$50.76 - $50.84 $212K - $212K
IXG
Ishares Global Fin'L ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
3,057
$74.07 - $80.93 $226K - $247K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q3 2021 Filed on Nov 12, 2021
2,440
$90.32 - $98.18 $220K - $240K
John Hancock Exchange Traded Fund
Q3 2021 Filed on Nov 12, 2021
7,137
N/A
FXR
First Trust Industrials/Produc

ETFs
Q3 2021 Filed on Nov 12, 2021
6,066
$56.87 - $61.64 $345K - $374K
John Hancock Exchange Traded Fund
Q3 2021 Filed on Nov 12, 2021
3,876
N/A
JHMF
John Hancock Multifactor Finls

ETFs
Q3 2021 Filed on Nov 12, 2021
7,396
$48.57 - $53.03 $359K - $392K
AMAT
Applied Materials Inc

Technology
Q3 2021 Filed on Nov 12, 2021
1,546
$127.2 - $144.09 $197K - $223K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
47,229
$53.54 - $58.46 $2.53M - $2.76M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
13,349
$31.44 - $33.72 $420K - $450K
KBE
Spdr S&P Bank ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
12,889
$47.2 - $53.65 $608K - $691K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q3 2021 Filed on Nov 12, 2021
11,327
$29.53 - $32.26 $334K - $365K
TWLO
Twilio Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
578
$312.8 - $409.84 $181K - $237K
BJK
Vaneck ETF Tr Vaneck Gaming Et

ETFs
Q3 2021 Filed on Nov 12, 2021
138,603
$46.75 - $53.4 $6.48M - $7.4M
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
4,071
N/A
JHMA
John Hancock Exchange Traded F

ETFs
Q3 2021 Filed on Nov 12, 2021
7,713
$43.91 - $48.54 $339K - $374K
EPP
Ishares Inc

ETFs
Q3 2021 Filed on Nov 12, 2021
17,662
$48.46 - $52.1 $856K - $920K
IYG
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
3,571
$59.43 - $64.96 $212K - $232K
UL
Unilever PLC

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
7,272
$53.95 - $60.15 $392K - $437K
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