Beacon Pointe Advisors
DCM

Beacon Pointe Advisors’s DeFi Capital Markets, Inc. DCM Stock Holding History

Beacon Pointe Advisors’s Portfolio DCM Stock Details DCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-124,455
Closed -$624K – 579
2020
Q4 		$624K Hold
124,455
– – 0.04% 245
2020
Q3 		$236K Hold
124,455
– – 0.02% 338
2020
Q2 		$99K Buy
+124,455
New +$77.2K 0.01% 392

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Wilen Investment Management Bonita Springs, Florida $98.1M AUM 2.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Pointe Advisors's DCM Position: Q1 2021 in Review

Beacon Pointe Advisors sold out of DeFi Capital Markets, Inc. (DCM) in Q1 2021, closing a stake of 124,455 shares — an estimated $624K sold.

Beacon Pointe Advisors first reported a position in DCM in Q2 2020 and held it in 3 quarters. The position peaked at $624K in Q4 2020. 15 funds tracked by Wall St. Rank hold DCM as of Q1 2021.

  • Beacon Pointe Advisors reported no remaining DeFi Capital Markets, Inc. position as of Q1 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 124,455 DeFi Capital Markets, Inc. shares in Q1 2021, an estimated $624K.
  • Beacon Pointe Advisors first reported a position in DeFi Capital Markets, Inc. in Q2 2020 and held it in 3 quarters.
  • Beacon Pointe Advisors's DeFi Capital Markets, Inc. position peaked at $624K in Q4 2020.
  • 15 funds tracked by Wall St. Rank held DeFi Capital Markets, Inc. as of Q1 2021.

Based on Beacon Pointe Advisors's 13F filing for Q1 2021, filed 18 May 2021.