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Beacon Pointe Advisors’s F&G Annuities & Life FG Stock Holding History

Beacon Pointe Advisors’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,488
Closed -$201K – 1232
2024
Q3 		$201K Buy
+4,488
New +$186K ﹤0.01% 1157
2024
Q2 		– Sell
-4,969
Closed -$202K – 1314
2024
Q1 		$202K Buy
+4,969
New +$208K ﹤0.01% 1262

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Beacon Pointe Advisors sold out of F&G Annuities & Life (FG) in Q4 2024, closing a stake of 4,488 shares — an estimated $201K sold.

Beacon Pointe Advisors first reported a position in FG in Q1 2024 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 205 funds tracked by Wall St. Rank hold FG as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining F&G Annuities & Life position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,488 F&G Annuities & Life shares in Q4 2024, an estimated $201K.
  • Beacon Pointe Advisors first reported a position in F&G Annuities & Life in Q1 2024 and held it in 2 quarters.
  • Beacon Pointe Advisors's F&G Annuities & Life position peaked at $202K in Q1 2024.
  • 205 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2024.

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