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Beacon Pointe Wealth Advisors’s Stewart Information Services STC Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-6,077
Closed -$246K – 290
2019
Q2 		$246K Sell
6,077
-1,299
-18% -$55.2K 0.05% 236
2019
Q1 		$315K Buy
+7,376
New +$317K 0.07% 202

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors sold out of Stewart Information Services (STC) in Q3 2019, closing a stake of 6,077 shares — an estimated $246K sold.

Beacon Pointe Wealth Advisors first reported a position in STC in Q1 2019 and held it in 2 quarters. The position peaked at $315K in Q1 2019. 161 funds tracked by Wall St. Rank hold STC as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Stewart Information Services position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 6,077 Stewart Information Services shares in Q3 2019, an estimated $246K.
  • Beacon Pointe Wealth Advisors first reported a position in Stewart Information Services in Q1 2019 and held it in 2 quarters.
  • Beacon Pointe Wealth Advisors's Stewart Information Services position peaked at $315K in Q1 2019.
  • 161 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2019.

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