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Beacon Pointe Wealth Advisors’s Pulmatrix PULM Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio PULM Stock Details PULM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-170
Closed -$8K – 262
2018
Q4 		$8K Buy
+170
New +$12.5K ﹤0.01% 220

Other funds holding PULM

PVMCV
Polaris Venture Management Co V Boston, Massachusetts $14.1M AUM 121.41% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Wealth Advisors's PULM Position: Q1 2019 in Review

Beacon Pointe Wealth Advisors sold out of Pulmatrix (PULM) in Q1 2019, closing a stake of 170 shares — an estimated $8K sold.

Beacon Pointe Wealth Advisors first reported a position in PULM in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 19 funds tracked by Wall St. Rank hold PULM as of Q1 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Pulmatrix position as of Q1 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 170 Pulmatrix shares in Q1 2019, an estimated $8K.
  • Beacon Pointe Wealth Advisors first reported a position in Pulmatrix in Q4 2018 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's Pulmatrix position peaked at $8K in Q4 2018.
  • 19 funds tracked by Wall St. Rank held Pulmatrix as of Q1 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q1 2019, filed 14 May 2019.