BPA
MNRO icon

Beacon Pointe Advisors’s Monro MNRO Stock Holding History

Beacon Pointe Advisors’s Portfolio MNRO Stock Details MNRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,543
Closed -$242K – 560
2020
Q4 		$242K Sell
4,543
-2,011
-31% -$91.8K 0.02% 422
2020
Q3 		$266K Sell
6,554
-25,826
-80% -$1.32M 0.03% 316
2020
Q2 		$1.78M Buy
+32,380
New +$1.72M 0.18% 107

Other funds holding MNRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Beacon Pointe Advisors sold out of Monro (MNRO) in Q1 2021, closing a stake of 4,543 shares — an estimated $242K sold.

Beacon Pointe Advisors first reported a position in MNRO in Q2 2020 and held it in 3 quarters. The position peaked at $1.78M in Q2 2020. 199 funds tracked by Wall St. Rank hold MNRO as of Q1 2021.

  • Beacon Pointe Advisors reported no remaining Monro position as of Q1 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,543 Monro shares in Q1 2021, an estimated $242K.
  • Beacon Pointe Advisors first reported a position in Monro in Q2 2020 and held it in 3 quarters.
  • Beacon Pointe Advisors's Monro position peaked at $1.78M in Q2 2020.
  • 199 funds tracked by Wall St. Rank held Monro as of Q1 2021.

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