ACM
BBT

Acrisure Capital Management’s Beacon Financial Corp BBT Stock Holding History

Acrisure Capital Management’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,826
Closed -$443K – 268
2022
Q4 		$443K Buy
+14,826
New +$436K 0.49% 60

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acrisure Capital Management's BBT Position: Q1 2023 in Review

Acrisure Capital Management sold out of Beacon Financial Corp (BBT) in Q1 2023, closing a stake of 14,826 shares — an estimated $443K sold.

Acrisure Capital Management first reported a position in BBT in Q4 2022 and held it in 1 quarter. The position peaked at $443K in Q4 2022. 181 funds tracked by Wall St. Rank hold BBT as of Q1 2023.

  • Acrisure Capital Management reported no remaining Beacon Financial Corp position as of Q1 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 14,826 Beacon Financial Corp shares in Q1 2023, an estimated $443K.
  • Acrisure Capital Management first reported a position in Beacon Financial Corp in Q4 2022 and held it in 1 quarter.
  • Acrisure Capital Management's Beacon Financial Corp position peaked at $443K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2023.

Based on Acrisure Capital Management's 13F filing for Q1 2023, filed 15 May 2023.