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Beacon Pointe Wealth Advisors’s INNOVATE Corp VATE Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$23K Hold
1,030
– – ﹤0.01% 271
2019
Q3 		$24K Buy
1,030
+30
+3% +$651 0.01% 256
2019
Q2 		$23K Hold
1,000
– – ﹤0.01% 263
2019
Q1 		$25K Hold
1,000
– – 0.01% 257
2018
Q4 		$27K Buy
+1,000
New +$42.2K 0.01% 218

Other funds holding VATE

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
ES
Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors held its INNOVATE Corp (VATE) position steady in Q4 2019 at 1,030 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Beacon Pointe Wealth Advisors first reported a position in VATE in Q4 2018 and has held it in 5 quarters since. The position peaked at $27K in Q4 2018. 70 funds tracked by Wall St. Rank hold VATE as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 1,030 shares of INNOVATE Corp worth $23K as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its INNOVATE Corp share count unchanged in Q4 2019.
  • INNOVATE Corp made up ﹤0.01% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #271 holding.
  • Beacon Pointe Wealth Advisors first reported a position in INNOVATE Corp in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's INNOVATE Corp position peaked at $27K in Q4 2018.
  • 70 funds tracked by Wall St. Rank held INNOVATE Corp as of Q4 2019.

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