BEACON POINTE ADVISORS, LLC – Morgan Stanley Transaction History
BEACON POINTE ADVISORS, LLC portfolio value:
$3.06M
portfolio value
BEACON POINTE ADVISORS, LLC quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +42.91% | 11.59K shares | 1.00M | $79.01 | 38.59K |
| Q2 2022 | share | Decrease | -24.44% | -8.73K shares | -1.06M | $76.06 | 27.00K |
| Q1 2022 | share | Increase | +148.67% | 21.36K shares | 1.71M | $87.4 | 35.74K |
| Q4 2021 | share | Decrease | -14.53% | -2.44K shares | -225K | $98.8 | 14.37K |
| Q3 2021 | share | Increase | +13.09% | 1.94K shares | 273K | $96.65 | 16.81K |
| Q2 2021 | share | Increase | +294.53% | 11.10K shares | 1.06M | $90.41 | 14.87K |
| Q1 2021 | share | Increase | 0.00% | 3.76K shares | 294K | $76.26 | 3.76K |