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Beacon Pointe Advisors’s Fathom Holdings FTHM Stock Holding History

Beacon Pointe Advisors’s Portfolio FTHM Stock Details FTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-72,900
Closed -$64.3K – 1263
2025
Q1 		$64.3K Buy
72,900
+22,900
+46% +$26.3K ﹤0.01% 1195
2024
Q4 		$76.5K Hold
50,000
– – ﹤0.01% 1182
2024
Q3 		$130K Hold
50,000
– – ﹤0.01% 1186
2024
Q2 		$86K Hold
50,000
– – ﹤0.01% 1232
2024
Q1 		$99.5K Hold
50,000
– – ﹤0.01% 1308
2023
Q4 		$180K Buy
+50,000
New +$159K ﹤0.01% 1244

Other funds holding FTHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Beacon Pointe Advisors's FTHM Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of Fathom Holdings (FTHM) in Q2 2025, closing a stake of 72,900 shares — an estimated $64.3K sold.

Beacon Pointe Advisors first reported a position in FTHM in Q4 2023 and held it in 6 quarters. The position peaked at $180K in Q4 2023. 33 funds tracked by Wall St. Rank hold FTHM as of Q2 2025.

  • Beacon Pointe Advisors reported no remaining Fathom Holdings position as of Q2 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 72,900 Fathom Holdings shares in Q2 2025, an estimated $64.3K.
  • Beacon Pointe Advisors first reported a position in Fathom Holdings in Q4 2023 and held it in 6 quarters.
  • Beacon Pointe Advisors's Fathom Holdings position peaked at $180K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Fathom Holdings as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.