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Beacon Pointe Wealth Advisors’s Loop Industries LOOP Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio LOOP Stock Details LOOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$248K Buy
+25,000
New +$269K 0.05% 236
2019
Q3 		– Sell
-25,000
Closed -$247K – 278
2019
Q2 		$247K Hold
25,000
– – 0.05% 235
2019
Q1 		$198K Hold
25,000
– – 0.05% 252
2018
Q4 		$194K Buy
+25,000
New +$213K 0.07% 215

Other funds holding LOOP

Creative Planning
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors opened a new position in Loop Industries (LOOP) in Q4 2019: 25,000 shares worth $248K. The stake represents 0.05% of the portfolio and ranks #236 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in LOOP as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in LOOP in Q4 2018 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold LOOP as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 25,000 shares of Loop Industries worth $248K as of Q4 2019.
  • Loop Industries was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • Loop Industries made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #236 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Loop Industries in Q4 2018 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Loop Industries as of Q4 2019.

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