BPWA
O icon

Beacon Pointe Wealth Advisors’s Realty Income O Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$330K Buy
4,635
+414
+10% +$30.8K 0.06% 204
2019
Q3 		$314K Sell
4,221
-6
-0.1% -$421 0.07% 209
2019
Q2 		$282K Hold
4,227
– – 0.06% 216
2019
Q1 		$301K Hold
4,227
– – 0.07% 206
2018
Q4 		$259K Buy
+4,227
New +$252K 0.09% 188

Other funds holding O

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its Realty Income (O) stake by 9.8% in Q4 2019, buying an estimated $30.8K and bringing the position to 4,635 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #204.

Beacon Pointe Wealth Advisors first reported a position in O in Q4 2018 and has held it in 5 quarters since. 855 funds tracked by Wall St. Rank hold O as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 4,635 shares of Realty Income worth $330K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 414 Realty Income shares in Q4 2019, an estimated $30.8K.
  • Realty Income made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #204 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Realty Income in Q4 2018 and has held it in 5 quarters since.
  • 855 funds tracked by Wall St. Rank held Realty Income as of Q4 2019.

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