BPWA
SPGI icon

Beacon Pointe Wealth Advisors’s S&P Global SPGI Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,214
Closed -$275K – 289
2019
Q2 		$275K Buy
+1,214
New +$265K 0.06% 220

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SPGI Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of S&P Global (SPGI) in Q3 2019, closing a stake of 1,214 shares — an estimated $275K sold.

Beacon Pointe Wealth Advisors first reported a position in SPGI in Q2 2019 and held it in 1 quarter. The position peaked at $275K in Q2 2019. 1,000 funds tracked by Wall St. Rank hold SPGI as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining S&P Global position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 1,214 S&P Global shares in Q3 2019, an estimated $275K.
  • Beacon Pointe Wealth Advisors first reported a position in S&P Global in Q2 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's S&P Global position peaked at $275K in Q2 2019.
  • 1,000 funds tracked by Wall St. Rank held S&P Global as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.