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Beacon Pointe Advisors’s Barclays BCS Stock Holding History

Beacon Pointe Advisors’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$763K Buy
+36,038
New +$879K ﹤0.01% 1102
2025
Q3 		– Sell
-22,682
Closed -$422K – 1390
2025
Q2 		$422K Sell
22,682
-2,271
-9% -$37.6K ﹤0.01% 934
2025
Q1 		$383K Sell
24,953
-1,333
-5% -$20K ﹤0.01% 934
2024
Q4 		$349K Sell
26,286
-1,183
-4% -$15.3K ﹤0.01% 950
2024
Q3 		$334K Sell
27,469
-2,241
-8% -$26.2K ﹤0.01% 987
2024
Q2 		$318K Buy
29,710
+2,696
+10% +$28K ﹤0.01% 1032
2024
Q1 		$255K Buy
27,014
+5,565
+26% +$45.6K ﹤0.01% 1163
2023
Q4 		$169K Sell
21,449
-1,777
-8% -$12.8K ﹤0.01% 1248
2023
Q3 		$181K Buy
23,226
+3,263
+16% +$25.3K ﹤0.01% 1250
2023
Q2 		$157K Sell
19,963
-1,528
-7% -$11.8K ﹤0.01% 1029
2023
Q1 		$155K Buy
21,491
+2,277
+12% +$18.8K ﹤0.01% 1085
2022
Q4 		$150K Sell
19,214
-1,265
-6% -$9.22K ﹤0.01% 1013
2022
Q3 		$131K Buy
20,479
+983
+5% +$7.57K ﹤0.01% 951
2022
Q2 		$147K Sell
19,496
-4,682
-19% -$36.7K ﹤0.01% 986
2022
Q1 		$191K Buy
24,178
+7,054
+41% +$72K ﹤0.01% 1132
2021
Q4 		$177K Buy
+17,124
New +$180K ﹤0.01% 890

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return