BPA
BCML icon

Beacon Pointe Advisors’s BayCom BCML Stock Holding History

Beacon Pointe Advisors’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,292
Closed -$212K – 1277
2024
Q1 		$212K Buy
+10,292
New +$212K ﹤0.01% 1247

Other funds holding BCML

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Pointe Advisors's BCML Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of BayCom (BCML) in Q2 2024, closing a stake of 10,292 shares — an estimated $212K sold.

Beacon Pointe Advisors first reported a position in BCML in Q1 2024 and held it in 1 quarter. The position peaked at $212K in Q1 2024. 79 funds tracked by Wall St. Rank hold BCML as of Q2 2024.

  • Beacon Pointe Advisors reported no remaining BayCom position as of Q2 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,292 BayCom shares in Q2 2024, an estimated $212K.
  • Beacon Pointe Advisors first reported a position in BayCom in Q1 2024 and held it in 1 quarter.
  • Beacon Pointe Advisors's BayCom position peaked at $212K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held BayCom as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.