Beacon Pointe Wealth Advisors’s ExxonMobil XOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.05M	Sell	14,996 -384	-2%	-$26.6K	0.19%	100
2019 Q3	$1.09M	Sell	15,380 -1,263	-8%	-$91.3K	0.23%	96
2019 Q2	$1.27M	Buy	16,643 +639	+4%	+$49.5K	0.27%	80
2019 Q1	$1.29M	Buy	16,004 +1,461	+10%	+$111K	0.29%	73
2018 Q4	$993K	Buy	+14,543	New	+$1.14M	0.36%	71

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Beacon Pointe Wealth Advisors reduced its ExxonMobil (XOM) stake by 2.5% in Q4 2019, selling an estimated $26.6K and leaving 14,996 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #100.

Beacon Pointe Wealth Advisors first reported a position in XOM in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.29M in Q1 2019. 2,733 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

Beacon Pointe Wealth Advisors held 14,996 shares of ExxonMobil worth $1.05M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 384 ExxonMobil shares in Q4 2019, an estimated $26.6K.
ExxonMobil made up 0.19% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #100 holding.
Beacon Pointe Wealth Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's ExxonMobil position peaked at $1.29M in Q1 2019.
2,733 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

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