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Beacon Pointe Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$460K Hold
1,617
– – 0.08% 166
2019
Q3 		$435K Buy
+1,617
New +$432K 0.09% 167

Other funds holding DIA

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2019 at 1,617 shares worth $460K. The position accounts for 0.08% of the portfolio, ranked #166.

Beacon Pointe Wealth Advisors first reported a position in DIA in Q3 2019 and has held it in 2 quarters since. 755 funds tracked by Wall St. Rank hold DIA as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 1,617 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $460K as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2019.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #166 holding.
  • Beacon Pointe Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and has held it in 2 quarters since.
  • 755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2019.

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