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Beacon Pointe Advisors’s RB Global RBA Stock Holding History

Beacon Pointe Advisors’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-20,270
Closed -$1.25M – 990
2021
Q3 		$1.25M Buy
+20,270
New +$1.24M 0.03% 374

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Beacon Pointe Advisors's RBA Position: Q4 2021 in Review

Beacon Pointe Advisors sold out of RB Global (RBA) in Q4 2021, closing a stake of 20,270 shares — an estimated $1.25M sold.

Beacon Pointe Advisors first reported a position in RBA in Q3 2021 and held it in 1 quarter. The position peaked at $1.25M in Q3 2021. 287 funds tracked by Wall St. Rank hold RBA as of Q4 2021.

  • Beacon Pointe Advisors reported no remaining RB Global position as of Q4 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 20,270 RB Global shares in Q4 2021, an estimated $1.25M.
  • Beacon Pointe Advisors first reported a position in RB Global in Q3 2021 and held it in 1 quarter.
  • Beacon Pointe Advisors's RB Global position peaked at $1.25M in Q3 2021.
  • 287 funds tracked by Wall St. Rank held RB Global as of Q4 2021.

Based on Beacon Pointe Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.