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
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q4 2020 Filed on Feb 08, 2021
5,004
$50.52 - $50.58 $253K - $253K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q4 2020 Filed on Feb 08, 2021
19,169
$63.55 - $78.08 $1.22M - $1.5M
RDS-A
Shell PLC

Energy
Q4 2020 Filed on Feb 08, 2021
12,363
$21.96 - $36.93 $271K - $457K
World Gold Tr
Q4 2020 Filed on Feb 08, 2021
33,240
N/A
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2020 Filed on Feb 08, 2021
50,513
$23.48 - $28.35 $1.19M - $1.43M
DDOG
Datadog, Inc.

Technology
Q4 2020 Filed on Feb 08, 2021
4,199
$85.82 - $116.87 $360K - $491K
Ishares Tr
Q4 2020 Filed on Feb 08, 2021
9,500
N/A
FXI
Ishares Tr

ETFs
Q3 2020 Filed on Nov 02, 2020
36,602
$40.16 - $45.53 $1.47M - $1.67M
John Hancock Exchange Traded
Q3 2020 Filed on Nov 02, 2020
13,303
N/A
JHMU
John Hancock Exchange Traded F
Q3 2020 Filed on Nov 02, 2020
14,586
N/A
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2020 Filed on Nov 02, 2020
6,780
$44.27 - $51.59 $300K - $350K
TFLO
Ishares Treasury Floating Rate

ETFs
Q3 2020 Filed on Nov 02, 2020
19,028
$50.28 - $50.31 $957K - $957K
United Technologies Corp
Q2 2020 Filed on Aug 05, 2020
47,862
N/A
Tocagen Inc
Q2 2020 Filed on Aug 05, 2020
15,999
N/A
ENIC
Enel Chile S.A.

Utilities
Q2 2020 Filed on Aug 05, 2020
12,401
$3.28 - $4.28 $40.7K - $53.1K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
Q2 2020 Filed on Aug 05, 2020
16,767
$93.94 - $97.28 $1.58M - $1.63M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2020 Filed on Aug 05, 2020
16,519
$24.62 - $31.42 $407K - $519K
Raytheon CO
Q2 2020 Filed on Aug 05, 2020
2,333
N/A
FTV
Fortive Corp

Technology
Q2 2020 Filed on Aug 05, 2020
72,332
$45.42 - $59.09 $3.29M - $4.27M
Phillips 66 Partners LP
Q1 2020 Filed on May 08, 2020
4,241
N/A
ITA
Ishares Tr

ETFs
Q1 2020 Filed on May 08, 2020
4,854
$58.76 - $119.9 $285K - $582K
DBEZ
Xtrackers Msci Eurozone Hedged
Q1 2020 Filed on May 08, 2020
8,380
N/A
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on May 08, 2020
8,488
$25.25 - $53.75 $214K - $456K
DOV
Dover Corp

Industrials
Q1 2020 Filed on May 08, 2020
1,760
$65.37 - $119.92 $115K - $211K
BP
Bp PLC

Energy
Q1 2020 Filed on May 08, 2020
10,960
$16.11 - $39.85 $177K - $437K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2020 Filed on May 08, 2020
2,500
$59.98 - $89.64 $150K - $224K
VOX
Vanguard Communication Service

ETFs
Q1 2020 Filed on May 08, 2020
209,809
$69.09 - $100.6 $14.5M - $21.1M
MXI
Ishares Global Materials ETF

ETFs
Q1 2020 Filed on May 08, 2020
26,589
$42.66 - $67.62 $1.13M - $1.8M
Alps ETF Tr
Q1 2020 Filed on May 08, 2020
19,630
N/A
IEFA
Ishares Tr

ETFs
Q1 2020 Filed on May 08, 2020
3,081
$43.31 - $66.12 $133K - $204K
ABEV
Ambev S.A.

Consumer Defensive
Q1 2020 Filed on May 08, 2020
13,020
$2.11 - $4.73 $27.5K - $61.6K
NOK
Nokia Corp

Technology
Q1 2020 Filed on May 08, 2020
29,600
$2.42 - $4.41 $71.6K - $131K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2020 Filed on May 08, 2020
1,932
$63.48 - $119.15 $123K - $230K
WTS
Watts Water Technologies Inc

Industrials
Q1 2020 Filed on May 08, 2020
4,960
$72.43 - $108.24 $359K - $537K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q1 2020 Filed on May 08, 2020
1,609
$129.79 - $189.78 $209K - $305K
CSX
Csx Corp

Industrials
Q1 2020 Filed on May 08, 2020
3,595
$15.89 - $26.82 $57.1K - $96.4K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2020 Filed on May 08, 2020
10,188
$49.67 - $76.42 $506K - $779K
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Feb 06, 2020
4,614
$58.47 - $65.77 $270K - $303K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q4 2019 Filed on Feb 06, 2020
78,220
$40.58 - $47.69 $3.17M - $3.73M
AAXJ
Ishares Msci All Country Asia

ETFs
Q4 2019 Filed on Feb 06, 2020
7,300
$65.64 - $73.7 $479K - $538K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q4 2019 Filed on Feb 06, 2020
21,537
$12.92 - $13.9 $278K - $299K
DOW
Dow Inc.

Basic Materials
Q4 2019 Filed on Feb 06, 2020
96,737
$43.85 - $55.99 $4.24M - $5.42M
Celgene Corp
Q4 2019 Filed on Feb 06, 2020
14,163
N/A
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
Q4 2019 Filed on Feb 06, 2020
13,979
$5.89 - $6.33 $82.3K - $88.5K
WDAY
Workday, Inc.

Technology
Q4 2019 Filed on Feb 06, 2020
3,332
$152.29 - $180.96 $507K - $603K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Feb 06, 2020
31,927
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Feb 06, 2020
105,695
N/A
Celgene Corp
Q4 2019 Filed on Feb 06, 2020
15,000
N/A
KGC
Kinross Gold Corp

Basic Materials
Q4 2019 Filed on Feb 06, 2020
10,436
$4.13 - $4.88 $43.1K - $50.9K
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