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Beacon Pointe Advisors’s Business First Bancshares BFST Stock Holding History

Beacon Pointe Advisors’s Portfolio BFST Stock Details BFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,378
Closed -$195K – 1330
2023
Q3 		$195K Buy
+10,378
New +$194K ﹤0.01% 1239

Other funds holding BFST

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Beacon Pointe Advisors's BFST Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Business First Bancshares (BFST) in Q4 2023, closing a stake of 10,378 shares — an estimated $195K sold.

Beacon Pointe Advisors first reported a position in BFST in Q3 2023 and held it in 1 quarter. The position peaked at $195K in Q3 2023. 118 funds tracked by Wall St. Rank hold BFST as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining Business First Bancshares position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,378 Business First Bancshares shares in Q4 2023, an estimated $195K.
  • Beacon Pointe Advisors first reported a position in Business First Bancshares in Q3 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's Business First Bancshares position peaked at $195K in Q3 2023.
  • 118 funds tracked by Wall St. Rank held Business First Bancshares as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.