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
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
3,346
$81.5 - $104.16 $273K - $349K
FVAL
Fidelity Covington Tr Value Fa

ETFs
Q2 2022 Filed on Aug 04, 2022
4,921
$42.13 - $51.24 $207K - $252K
LH
Laboratory Corp Of America Holdings

Healthcare
Q2 2022 Filed on Aug 04, 2022
767
$213.86 - $277.87 $164K - $213K
ROP
Roper Technologies Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
545
$372.29 - $485.27 $203K - $264K
FQAL
Fidelity Covington Tr Quality

ETFs
Q2 2022 Filed on Aug 04, 2022
4,971
$42.83 - $52.72 $213K - $262K
VO
Vanguard Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
969
$190.36 - $240.41 $184K - $233K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2022 Filed on Aug 04, 2022
212,952
$72.75 - $89.85 $15.5M - $19.1M
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2022 Filed on Aug 04, 2022
37,722
$73.54 - $90.55 $2.77M - $3.42M
VB
Vanguard Small Cap ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
1,149
$170.7 - $214.67 $196K - $247K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2022 Filed on Aug 04, 2022
38,115
$101.86 - $134.9 $3.88M - $5.14M
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
9,243
$47.02 - $191.65 $435K - $1.77M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 04, 2022
16,945
$11.35 - $13.23 $192K - $224K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
180,832
$58.47 - $66.38 $10.6M - $12M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
Q2 2022 Filed on Aug 04, 2022
274,264
$21.32 - $30.94 $5.85M - $8.49M
GLOB
Globant S.A.

Technology
Q2 2022 Filed on Aug 04, 2022
843
$167.46 - $262.71 $141K - $221K
ULTR
Indexiq Active ETF Tr Iq Ultra

ETFs
Q2 2022 Filed on Aug 04, 2022
83,562
$47.41 - $48.24 $3.96M - $4.03M
C
Citigroup Inc

Financial Services
Q2 2022 Filed on Aug 04, 2022
4,084
$45.69 - $54.09 $187K - $221K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
1,200
$163.9 - $207.91 $197K - $249K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q2 2022 Filed on Aug 04, 2022
168,561
$46.08 - $67.28 $7.77M - $11.3M
VT
Vanguard Total World Stk Index

ETFs
Q2 2022 Filed on Aug 04, 2022
487,276
$83.88 - $102.77 $40.9M - $50.1M
Oshares ETF Tr
Q2 2022 Filed on Aug 04, 2022
69,421
N/A
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2022 Filed on Aug 04, 2022
6,676
$32.03 - $34.08 $214K - $228K
XLC
Select Sector Spdr Tr Communic

ETFs
Q2 2022 Filed on Aug 04, 2022
3,428
$53.08 - $71.2 $182K - $244K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
4,542
$46.23 - $49.83 $210K - $226K
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
6,278
$57.72 - $65.01 $362K - $408K
ADI
Analog Devices Inc

Technology
Q2 2022 Filed on Aug 04, 2022
1,695
$143.46 - $169.24 $243K - $287K
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
2,016
$107.21 - $111.93 $216K - $226K
SRLN
Ssga Active Trust

ETFs
Q2 2022 Filed on Aug 04, 2022
191,335
$41.64 - $45.06 $7.97M - $8.62M
IGV
Ishares Expanded Tech Software

ETFs
Q2 2022 Filed on Aug 04, 2022
783
$257.24 - $353.96 $201K - $277K
SPYG
Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 04, 2022
3,333
$50.47 - $67.39 $168K - $225K
EMN
Eastman Chemical CO

Basic Materials
Q2 2022 Filed on Aug 04, 2022
2,183
$86.4 - $112.29 $189K - $245K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
3,295
$116.55 - $176.0 $384K - $580K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q2 2022 Filed on Aug 04, 2022
2,046
$114.64 - $134.55 $235K - $275K
GTO
Invesco Actively Managed ETF T

ETFs
Q2 2022 Filed on Aug 04, 2022
162,827
$47.72 - $52.41 $7.77M - $8.53M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2022 Filed on Aug 04, 2022
8,907
$27.4 - $29.93 $244K - $267K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
Q2 2022 Filed on Aug 04, 2022
26,906
$26.49 - $28.14 $713K - $757K
HPQ
Hp Inc

Technology
Q2 2022 Filed on Aug 04, 2022
6,064
$32.71 - $40.34 $198K - $245K
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Aug 04, 2022
4,504
$44.6 - $58.78 $201K - $265K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2022 Filed on Aug 04, 2022
42,940
$57.67 - $80.77 $2.48M - $3.47M
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2022 Filed on Aug 04, 2022
102,529
$26.0 - $33.6 $2.67M - $3.44M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q2 2022 Filed on Aug 04, 2022
61,285
$44.06 - $53.49 $2.7M - $3.28M
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2022 Filed on Aug 04, 2022
2,835
$90.32 - $102.87 $256K - $292K
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
Q2 2022 Filed on Aug 04, 2022
438,250
$26.12 - $28.51 $11.4M - $12.5M
RDVY
First Trust Rising Dividend Ac

ETFs
Q2 2022 Filed on Aug 04, 2022
287,572
$40.42 - $49.12 $11.6M - $14.1M
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
Q2 2022 Filed on Aug 04, 2022
265,464
$25.12 - $31.16 $6.67M - $8.27M
LIT
Global X Fds Global X Lithium

ETFs
Q2 2022 Filed on Aug 04, 2022
10,163
$61.71 - $80.05 $627K - $814K
AKAM
Akamai Technologies Inc

Technology
Q2 2022 Filed on Aug 04, 2022
1,858
$87.46 - $121.92 $163K - $227K
EMR
Emerson Electric CO

Industrials
Q2 2022 Filed on Aug 04, 2022
2,219
$77.79 - $98.42 $173K - $218K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
Q2 2022 Filed on Aug 04, 2022
469,384
$30.82 - $35.21 $14.5M - $16.5M
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