Beacon Pointe Wealth Advisors’s First Bank FRBA Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio FRBA Stock Details FRBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$487K	Buy	+44,049	New	+$477K	0.09%	162

Other funds holding FRBA

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors opened a new position in First Bank (FRBA) in Q4 2019: 44,049 shares worth $487K. The stake represents 0.09% of the portfolio and ranks #162 among its holdings.

60 funds tracked by Wall St. Rank hold FRBA as of Q4 2019.

Beacon Pointe Wealth Advisors held 44,049 shares of First Bank worth $487K as of Q4 2019.
First Bank was a new Beacon Pointe Wealth Advisors position in Q4 2019.
First Bank made up 0.09% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #162 holding.
60 funds tracked by Wall St. Rank held First Bank as of Q4 2019.

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