Beta Wealth Group, Inc. Purchases and Sells in Q3 2024

Beta Wealth Group, Inc.

$203 Million
Q3 2024

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	41.5K + 9.63%	$44.65 - $47.21 $1.85M - $1.96M	472K $22.1M
JEPI	29.1K + 15.24%	$54.98 - $59.51 $1.6M - $1.73M	220K $13.1M
META	2.09K + 502.16%	$453.41 - $572.44 $949K - $1.2M	2.51K $1.44M
NVDA	10.1K + 88.39%	$98.91 - $134.91 $996K - $1.36M	21.5K $2.61M
JPRE	4.21K + 7.28%	$43.9 - $51.94 $185K - $219K	62K $3.16M
HDEF	1.44K + 0.73%	$24.51 - $27.14 $35.3K - $39.1K	198K $5.32M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	4.9K New	$136.27 - $1745.86 $668K - $8.56M	4.9K $845K
SBUX	5.5K New	$72.51 - $98.6 $399K - $542K	5.5K $536K
RSP	2.36K New	$162.83 - $179.16 $384K - $423K	2.36K $422K
LDEM	4.18K New	$43.65 - $51.09 $183K - $214K	4.18K $210K
VSGX	3.33K New	$55.06 - $62.25 $183K - $207K	3.33K $204K
CAPITAL GROUP DIVIDEND GROWE	7.36K New	N/A	7.36K $0

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VHT	-4.76K - 19.95%	$261.88 - $288.1 $1.25M - $1.37M	19.1K $5.39M
AMZN	-616 - 1.66%	$161.02 - $200.0 $99.2K - $123K	36.5K $6.8M
PGX	-30.8K - 39.39%	$11.52 - $12.52 $355K - $386K	47.4K $585K
JMUB	-6.49K - 2.99%	$50.15 - $51.27 $325K - $333K	210K $10.8M
DHI	-1.4K - 41.19%	$135.21 - $197.06 $189K - $276K	2K $381K
BKLN	-4.59K - 21.65%	$20.69 - $21.17 $95K - $97.3K	16.6K $349K

Activity Summary All Purchases 68 New Holdings 8 Increased Positions 60 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.