BPWA
IMH

Beacon Pointe Wealth Advisors’s Impac Mortgage Holdings Inc. IMH Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IMH Stock Details IMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$406K Hold
77,420
– – 0.07% 179
2019
Q3 		$609K Sell
77,420
-5,920
-7% -$31.3K 0.13% 139
2019
Q2 		$261K Hold
83,340
– – 0.06% 226
2019
Q1 		$329K Buy
83,340
+8,040
+11% +$31.9K 0.08% 196
2018
Q4 		$286K Buy
+75,300
New +$370K 0.1% 175

Other funds holding IMH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors held its Impac Mortgage Holdings Inc. (IMH) position steady in Q4 2019 at 77,420 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #179.

Beacon Pointe Wealth Advisors first reported a position in IMH in Q4 2018 and has held it in 5 quarters since. The position peaked at $609K in Q3 2019. 34 funds tracked by Wall St. Rank hold IMH as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 77,420 shares of Impac Mortgage Holdings Inc. worth $406K as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its Impac Mortgage Holdings Inc. share count unchanged in Q4 2019.
  • Impac Mortgage Holdings Inc. made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #179 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Impac Mortgage Holdings Inc. in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Impac Mortgage Holdings Inc. position peaked at $609K in Q3 2019.
  • 34 funds tracked by Wall St. Rank held Impac Mortgage Holdings Inc. as of Q4 2019.

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