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Beacon Pointe Wealth Advisors’s First Financial Bankshares FFIN Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-14,140
Closed -$472K – 278
2019
Q3 		$472K Buy
+14,140
New +$445K 0.1% 163

Other funds holding FFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors sold out of First Financial Bankshares (FFIN) in Q4 2019, closing a stake of 14,140 shares — an estimated $472K sold.

Beacon Pointe Wealth Advisors first reported a position in FFIN in Q3 2019 and held it in 1 quarter. The position peaked at $472K in Q3 2019. 239 funds tracked by Wall St. Rank hold FFIN as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining First Financial Bankshares position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 14,140 First Financial Bankshares shares in Q4 2019, an estimated $472K.
  • Beacon Pointe Wealth Advisors first reported a position in First Financial Bankshares in Q3 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's First Financial Bankshares position peaked at $472K in Q3 2019.
  • 239 funds tracked by Wall St. Rank held First Financial Bankshares as of Q4 2019.

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