Beacon Pointe Wealth Advisors, LLC current holdings: Foreign Stocks
Beacon Pointe Wealth Advisors, LLC reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 2 positions, in its Form 13F for the quarter ended 2019-12-31; the largest are NVS, WB.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 9,768; Value $926,000.
- WB: Country of operation —; Class SPONSORED ADR; Shares 6,134; Value $284,000.
Form 13F-HR as filed (SEC CIK 1748071): quarter ended 2019-12-31, filed 2020-02-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2019-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| NVS NOVARTIS A G | SPONSORED ADR | 9,768 | $926,000 | 0.67% | 2019-12-31 | 2020-02-14 | +53.88% | |
| WB WEIBO CORP | SPONSORED ADR | 6,134 | $284,000 | 0.21% | 2019-12-31 | 2020-02-14 | -86.15% |
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