BPWA
LBAI

Beacon Pointe Wealth Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$284K Buy
+16,386
New +$270K 0.05% 224
2019
Q3 		– Sell
-16,131
Closed -$260K – 292
2019
Q2 		$260K Buy
16,131
+122
+0.8% +$1.94K 0.06% 227
2019
Q1 		$239K Buy
+16,009
New +$254K 0.05% 232

Other funds holding LBAI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors opened a new position in Lakeland Bancorp Inc (LBAI) in Q4 2019: 16,386 shares worth $284K. The stake represents 0.05% of the portfolio and ranks #224 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in LBAI as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in LBAI in Q1 2019 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold LBAI as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 16,386 shares of Lakeland Bancorp Inc worth $284K as of Q4 2019.
  • Lakeland Bancorp Inc was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • Lakeland Bancorp Inc made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #224 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Lakeland Bancorp Inc in Q1 2019 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2019.

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