Ownership history in Beacon Pointe Advisors, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Beacon Pointe Advisors, LLC reported a position in ROYAL BK CDA (RY). 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 outperformed the S&P 500 by +0.2% annually on this RY position. Timing score: 80% (8/10 decisions correct). Average cost basis: $83.37. Maximum drawdown during holding period: β16.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
12 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 10 add/trim decisions correct
Best entry: $80.12 (2022 Q3) Β· Worst: $96.27 (2022 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 5 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
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