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Beacon Pointe Wealth Advisors’s Weibo WB Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$284K Buy
+6,134
New +$287K 0.05% 223

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors opened a new position in Weibo (WB) in Q4 2019: 6,134 shares worth $284K. The stake represents 0.05% of the portfolio and ranks #223 among its holdings.

193 funds tracked by Wall St. Rank hold WB as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 6,134 shares of Weibo worth $284K as of Q4 2019.
  • Weibo was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • Weibo made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #223 holding.
  • 193 funds tracked by Wall St. Rank held Weibo as of Q4 2019.

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