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Beacon Pointe Wealth Advisors’s Illinois Tool Works ITW Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,448
Closed -$370K – 276
2019
Q2 		$370K Sell
2,448
-130
-5% -$19.6K 0.08% 191
2019
Q1 		$370K Hold
2,578
– – 0.08% 183
2018
Q4 		$328K Buy
+2,578
New +$340K 0.12% 161

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State Street
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Northern Trust
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 ITW Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Illinois Tool Works (ITW) in Q3 2019, closing a stake of 2,448 shares — an estimated $370K sold.

Beacon Pointe Wealth Advisors first reported a position in ITW in Q4 2018 and held it in 3 quarters. The position peaked at $370K in Q2 2019. 1,216 funds tracked by Wall St. Rank hold ITW as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Illinois Tool Works position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 2,448 Illinois Tool Works shares in Q3 2019, an estimated $370K.
  • Beacon Pointe Wealth Advisors first reported a position in Illinois Tool Works in Q4 2018 and held it in 3 quarters.
  • Beacon Pointe Wealth Advisors's Illinois Tool Works position peaked at $370K in Q2 2019.
  • 1,216 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.