Beacon Pointe Advisors’s Restaurant Brands International QSR Stock Holding History

Beacon Pointe Advisors’s Portfolio QSR Stock Details QSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,426	Closed	-$424K	–	1403
2023 Q4	$424K	Buy	5,426 +111	+2%	+$7.72K	0.01%	952
2023 Q3	$354K	Buy	+5,315	New	+$382K	﹤0.01%	994
2023 Q2	–	Sell	-5,802	Closed	-$390K	–	1173
2023 Q1	$390K	Buy	+5,802	New	+$378K	0.01%	837

Other funds holding QSR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Beacon Pointe Advisors's QSR Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of Restaurant Brands International (QSR) in Q1 2024, closing a stake of 5,426 shares — an estimated $424K sold.

Beacon Pointe Advisors first reported a position in QSR in Q1 2023 and held it in 3 quarters. The position peaked at $424K in Q4 2023. 462 funds tracked by Wall St. Rank hold QSR as of Q1 2024.

Beacon Pointe Advisors reported no remaining Restaurant Brands International position as of Q1 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 5,426 Restaurant Brands International shares in Q1 2024, an estimated $424K.
Beacon Pointe Advisors first reported a position in Restaurant Brands International in Q1 2023 and held it in 3 quarters.
Beacon Pointe Advisors's Restaurant Brands International position peaked at $424K in Q4 2023.
462 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.