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Beacon Pointe Advisors’s Morningstar MORN Stock Holding History

Beacon Pointe Advisors’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,128
Closed -$244K – 1184
2022
Q4 		$244K Sell
1,128
-13
-1% -$2.96K ﹤0.01% 939
2022
Q3 		$242K Sell
1,141
-45
-4% -$10.7K 0.01% 861
2022
Q2 		$284K Sell
1,186
-264
-18% -$66.5K 0.01% 845
2022
Q1 		$396K Buy
1,450
+280
+24% +$79.1K 0.01% 878
2021
Q4 		$400K Sell
1,170
-139
-11% -$43K 0.01% 631
2021
Q3 		$339K Hold
1,309
– – 0.01% 660
2021
Q2 		$337K Buy
+1,309
New +$318K 0.01% 624

Other funds holding MORN

Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return