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Company Main View
Name:
BEACON INVESTMENT ADVISORS LLC
City:
Gaithersburg
State:
MD
Zip:
20877
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$175,264,000
Total Value Change :
$18,890,000
Securities Held Change :
5
All Securities Held :
130
New Positions
:
8
Closed Positions
:
3
Increased Positions
:
82
Unchanged Positions
:
12
Decreased Positions
:
28
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
UBSI
United Bankshares Inc
132
Closed
$33.57
$0
0
0%
-202,000
-5,374
0
Domestic Regional Banks
DIS
Walt Disney Co
131
Closed
$103.02
$0
0
0%
-558,000
-6,184
0
Entertainment - Diver...
LGF.A
Lions Gate Entertainment Corp
133
Closed
$10.44
$0
0
0%
-470,000
-43,126
0
Movie Production & Di...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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