Beacon Pointe Advisors’s Sphere 3D ANY Stock Holding History

Beacon Pointe Advisors’s Portfolio ANY Stock Details ANY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-150	Closed	-$3.69K	–	1080
2023 Q1	$3.69K	Buy	+150	New	+$3.93K	﹤0.01%	1138

Other funds holding ANY

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horan Securities Cincinnati, United States $284M AUM 12.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Beacon Pointe Advisors's ANY Position: Q2 2023 in Review

Beacon Pointe Advisors sold out of Sphere 3D (ANY) in Q2 2023, closing a stake of 150 shares — an estimated $3.69K sold.

Beacon Pointe Advisors first reported a position in ANY in Q1 2023 and held it in 1 quarter. The position peaked at $3.69K in Q1 2023. 17 funds tracked by Wall St. Rank hold ANY as of Q2 2023.

Beacon Pointe Advisors reported no remaining Sphere 3D position as of Q2 2023 after selling out during the quarter.
Beacon Pointe Advisors sold 150 Sphere 3D shares in Q2 2023, an estimated $3.69K.
Beacon Pointe Advisors first reported a position in Sphere 3D in Q1 2023 and held it in 1 quarter.
Beacon Pointe Advisors's Sphere 3D position peaked at $3.69K in Q1 2023.
17 funds tracked by Wall St. Rank held Sphere 3D as of Q2 2023.

Based on Beacon Pointe Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.