Ownership history in Beacon Pointe Advisors, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Beacon Pointe Advisors, LLC reported a position in CITIZENS FINL GROUP INC (CFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Beacon Pointe Advisors, LLC underperformed the S&P 500 by β2.1% annually on this CFG position. Timing score: 38% (5/13 decisions correct). Average cost basis: $36.13. Maximum drawdown during holding period: β41.2%.
β οΈ Trailed SPY by 2.1% ann. on this position.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 13 add/trim decisions correct
Best entry: $24.08 (2023 Q3) Β· Worst: $38.79 (2021 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 8 trims. Bought during 2 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size