Beacon Pointe Wealth Advisors »

Citigroup shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Citigroup (C) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Citigroup by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $394k 4.9k 80.00
2019-09-30 $348k 5.1k 68.77
2019-06-30 $627k 9.0k 69.99
2019-03-31 $493k 8.0k 61.98
2018-12-31 $279k 5.3k 52.30

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Citigroup

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Berkshire Hathaway
Susquehanna International
Geode Capital Management
T. Rowe Price Associates
Franklin Resources
Bank of America Corporation
Citadel Advisors
Fisher Investments
Bank of New York Mellon
Morgan Stanley
Royal Bank of Canada

View all funds holding Citigroup