BPA
BANX

Beacon Pointe Advisors’s ArrowMark Financial BANX Stock Holding History

Beacon Pointe Advisors’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-57,006
Closed -$1.18M – 1205
2024
Q3 		$1.18M Sell
57,006
-2,610
-4% -$51.6K 0.01% 592
2024
Q2 		$1.1M Sell
59,616
-6
-0% -$110 0.01% 615
2024
Q1 		$1.13M Sell
59,622
-900
-1% -$16.7K 0.01% 653
2023
Q4 		$1.1M Sell
60,522
-2,640
-4% -$45.8K 0.01% 635
2023
Q3 		$1.1M Buy
+63,162
New +$1.07M 0.01% 599

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beacon Pointe Advisors's BANX Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of ArrowMark Financial (BANX) in Q4 2024, closing a stake of 57,006 shares — an estimated $1.18M sold.

Beacon Pointe Advisors first reported a position in BANX in Q3 2023 and held it in 5 quarters. The position peaked at $1.18M in Q3 2024. 31 funds tracked by Wall St. Rank hold BANX as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining ArrowMark Financial position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 57,006 ArrowMark Financial shares in Q4 2024, an estimated $1.18M.
  • Beacon Pointe Advisors first reported a position in ArrowMark Financial in Q3 2023 and held it in 5 quarters.
  • Beacon Pointe Advisors's ArrowMark Financial position peaked at $1.18M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held ArrowMark Financial as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.