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Beacon Pointe Wealth Advisors’s ConocoPhillips COP Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$308K Buy
4,720
+1,056
+29% +$62.1K 0.06% 213
2019
Q3 		$207K Sell
3,664
-227
-6% -$12.9K 0.04% 244
2019
Q2 		$236K Buy
3,891
+4
+0.1% +$249 0.05% 240
2019
Q1 		$260K Sell
3,887
-610
-14% -$41K 0.06% 222
2018
Q4 		$276K Buy
+4,497
New +$306K 0.1% 180

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Pointe Wealth Advisors's COP Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its ConocoPhillips (COP) stake by 29% in Q4 2019, buying an estimated $62.1K and bringing the position to 4,720 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #213.

Beacon Pointe Wealth Advisors first reported a position in COP in Q4 2018 and has held it in 5 quarters since. 1,659 funds tracked by Wall St. Rank hold COP as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 4,720 shares of ConocoPhillips worth $308K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 1,056 ConocoPhillips shares in Q4 2019, an estimated $62.1K.
  • ConocoPhillips made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #213 holding.
  • Beacon Pointe Wealth Advisors first reported a position in ConocoPhillips in Q4 2018 and has held it in 5 quarters since.
  • 1,659 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.