BPWA
MRSH

Beacon Pointe Wealth Advisors’s Marsh MRSH Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$942K Sell
8,458
-122
-1% -$12.7K 0.17% 108
2019
Q3 		$859K Buy
8,580
+2,904
+51% +$290K 0.18% 109
2019
Q2 		$566K Hold
5,676
– – 0.12% 148
2019
Q1 		$533K Sell
5,676
-225
-4% -$19.9K 0.12% 142
2018
Q4 		$471K Buy
+5,901
New +$492K 0.17% 133

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors reduced its Marsh (MRSH) stake by 1.4% in Q4 2019, selling an estimated $12.7K and leaving 8,458 shares worth $942K. The position accounts for 0.17% of the portfolio, ranked #108.

Beacon Pointe Wealth Advisors first reported a position in MRSH in Q4 2018 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold MRSH as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 8,458 shares of Marsh worth $942K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 122 Marsh shares in Q4 2019, an estimated $12.7K.
  • Marsh made up 0.17% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #108 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Marsh in Q4 2018 and has held it in 5 quarters since.
  • 923 funds tracked by Wall St. Rank held Marsh as of Q4 2019.

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