Beacon Pointe Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,622	Closed	-$596K	–	292
2019 Q3	$596K	Buy	6,622 +2,923	+79%	+$267K	0.13%	140
2019 Q2	$342K	Sell	3,699 -215	-5%	-$19.3K	0.07%	200
2019 Q1	$358K	Buy	+3,914	New	+$353K	0.08%	186

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2019, closing a stake of 6,622 shares — an estimated $596K sold.

Beacon Pointe Wealth Advisors first reported a position in XLV in Q1 2019 and held it in 3 quarters. The position peaked at $596K in Q3 2019. 1,015 funds tracked by Wall St. Rank hold XLV as of Q4 2019.

Beacon Pointe Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Beacon Pointe Wealth Advisors sold 6,622 State Street Health Care Select Sector SPDR ETF shares in Q4 2019, an estimated $596K.
Beacon Pointe Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and held it in 3 quarters.
Beacon Pointe Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $596K in Q3 2019.
1,015 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2019.

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