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Beacon Pointe Wealth Advisors’s Ferrari RACE Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$414K Buy
+2,500
New +$404K 0.08% 176
2019
Q3 		– Sell
-2,787
Closed -$453K – 287
2019
Q2 		$453K Buy
2,787
+287
+11% +$41.3K 0.1% 168
2019
Q1 		$335K Hold
2,500
– – 0.08% 193
2018
Q4 		$249K Buy
+2,500
New +$281K 0.09% 192

Other funds holding RACE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors opened a new position in Ferrari (RACE) in Q4 2019: 2,500 shares worth $414K. The stake represents 0.08% of the portfolio and ranks #176 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in RACE as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in RACE in Q4 2018 and has held it in 4 quarters since. The position peaked at $453K in Q2 2019. 333 funds tracked by Wall St. Rank hold RACE as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,500 shares of Ferrari worth $414K as of Q4 2019.
  • Ferrari was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • Ferrari made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #176 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Ferrari in Q4 2018 and has held it in 4 quarters since.
  • Beacon Pointe Wealth Advisors's Ferrari position peaked at $453K in Q2 2019.
  • 333 funds tracked by Wall St. Rank held Ferrari as of Q4 2019.

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