BPWA
ISBC

Beacon Pointe Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$167K Hold
14,000
– – 0.03% 265
2019
Q3 		$159K Buy
+14,000
New +$156K 0.03% 248

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 ISBC Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its Investors Bancorp, Inc. (ISBC) position steady in Q4 2019 at 14,000 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #265.

Beacon Pointe Wealth Advisors first reported a position in ISBC in Q3 2019 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold ISBC as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 14,000 shares of Investors Bancorp, Inc. worth $167K as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its Investors Bancorp, Inc. share count unchanged in Q4 2019.
  • Investors Bancorp, Inc. made up 0.03% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #265 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q3 2019 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2019.

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