BECK BODE, LLC

https://www.linkedin.com/company/beck-bode-wealth-management DEDHAM, MA How do I update this listing?

Beck Bode is based out of Dedham. Beck Bode is a large advisory firm with 705 clients and discretionary assets under management (AUM) of $254,702,000 (Form ADV from 2019-09-18). Their last reported 13F filing for Q3 2019 included $227,712,000 in managed 13F securities and a top 10 holdings concentration of 44.47%. Beck Bode's largest holding is Edwards Lifesciences Corp. with shares held of 66,850. Whalewisdom has at least 4 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $227.712 Million
  • Prior Market Value $224.507 Million
  • New Purchases11 stocks
  • Additional Purchases29 stocks
  • Sold out of7 stocks
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 44.47 %
  • Turnover % [1]:27.69%
  • Turnover Alt % [2]: 21.76 %
  • Time Held Top20:1.40 quarters
  • Time Held Top10:1.30 quarters
  • Time Held All:2.14 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BECK BODE LLC
858 WASHINGTON STREET SUITE 100
DEDHAM MA    02026
Country: United States

Business Phone: 617-209-2224
Fax: 617-249-0298
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 21
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 705
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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