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Pacific Premier Ban shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Pacific Premier Ban (PPBI) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Pacific Premier Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacific Premier Ban by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $10M 314k 32.61
2019-06-30 $9.7M 313k 30.88
2019-03-31 $8.4M 316k 26.53
2018-12-31 $8.5M 335k 25.52

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 Pacific Premier Ban

BlackRock
Vanguard Group
Dimensional Fund Advisors
T. Rowe Price Investment Management
American Century Companies
Massachusetts Financial Services
Geode Capital Management
Brown Advisory Holdings Incorporated
Alliancebernstein
Victory Capital Management
Goldman Sachs Group
Morgan Stanley
William Blair Investment Management
Jennifer Ranahan
Northern Trust

View all funds holding Pacific Premier Ban