BPWA
FARM

Beacon Pointe Wealth Advisors’s Farmer Brothers FARM Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio FARM Stock Details FARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,795
Closed -$140K – 277
2019
Q3 		$140K Buy
10,795
+300
+3% +$4.33K 0.03% 249
2019
Q2 		$172K Buy
10,495
+465
+5% +$8.86K 0.04% 259
2019
Q1 		$201K Sell
10,030
-200
-2% -$4.75K 0.05% 249
2018
Q4 		$239K Buy
+10,230
New +$247K 0.09% 195

Other funds holding FARM

Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.31B AUM 18.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors sold out of Farmer Brothers (FARM) in Q4 2019, closing a stake of 10,795 shares — an estimated $140K sold.

Beacon Pointe Wealth Advisors first reported a position in FARM in Q4 2018 and held it in 4 quarters. The position peaked at $239K in Q4 2018. 80 funds tracked by Wall St. Rank hold FARM as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Farmer Brothers position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 10,795 Farmer Brothers shares in Q4 2019, an estimated $140K.
  • Beacon Pointe Wealth Advisors first reported a position in Farmer Brothers in Q4 2018 and held it in 4 quarters.
  • Beacon Pointe Wealth Advisors's Farmer Brothers position peaked at $239K in Q4 2018.
  • 80 funds tracked by Wall St. Rank held Farmer Brothers as of Q4 2019.

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