Beacon Pointe Wealth Advisors, LLC AAPL Holdings History
Beacon Pointe Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2019-12-31, Beacon Pointe Wealth Advisors, LLC held 216,356.00 shares of Apple Inc(AAPL), totaling $15.88 Mil. This investment constitutes 3.01% of their stock portfolio, and Beacon Pointe Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Beacon Pointe Wealth Advisors, LLC has made 3 purchases of AAPL, at an average price of $49.38, for a total of 288,188.00 shares. In addition, there have been 1 sales at an average price of $52.26 for 71,832.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Beacon Pointe Wealth Advisors, LLC's estimated gain on his AAPL holdings is $35.21 Mil, reflecting a 247.43% gain to date.
Beacon Pointe Wealth Advisors, LLC AAPL ($211.18) Holding Chart
Beacon Pointe Wealth Advisors, LLC AAPL ($211.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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