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Beacon Pointe Wealth Advisors’s SL Green Realty SLG Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.28M Buy
14,441
+372
+3% +$30.6K 0.24% 87
2019
Q3 		$1.11M Sell
14,069
-206
-1% -$16K 0.23% 95
2019
Q2 		$1.11M Hold
14,275
– – 0.23% 91
2019
Q1 		$1.24M Buy
+14,275
New +$1.24M 0.28% 76

Other funds holding SLG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its SL Green Realty (SLG) stake by 2.6% in Q4 2019, buying an estimated $30.6K and bringing the position to 14,441 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #87.

Beacon Pointe Wealth Advisors first reported a position in SLG in Q1 2019 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold SLG as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 14,441 shares of SL Green Realty worth $1.28M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 372 SL Green Realty shares in Q4 2019, an estimated $30.6K.
  • SL Green Realty made up 0.24% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #87 holding.
  • Beacon Pointe Wealth Advisors first reported a position in SL Green Realty in Q1 2019 and has held it in 4 quarters since.
  • 355 funds tracked by Wall St. Rank held SL Green Realty as of Q4 2019.

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