Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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BPWA
Beacon Pointe Wealth Advisors’s
Invesco Large Cap Growth ETF
PWB
Stock Holding History
Beacon Pointe Wealth Advisors’s Portfolio
PWB Stock Details
PWB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2019
Q4
$564K
Sell
10,970
-383
-
3
%
-$19.7K
0.1%
149
2019
Q3
$549K
Buy
11,353
+12
+
0.1
%
+$580
0.12%
147
2019
Q2
$549K
Buy
11,341
+340
+
3
%
+$16.5K
0.12%
150
2019
Q1
$523K
Sell
11,001
-497
-
4
%
-$23.6K
0.12%
144
2018
Q4
$476K
Buy
+11,498
New
+$476K
0.17%
131
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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