AP
BBT

Advisor Partners’s Beacon Financial Corp BBT Stock Holding History

Advisor Partners’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
2022
Q2 		– Sell
-7,107
Closed -$206K – 840
2022
Q1 		$206K Buy
+7,107
New +$214K 0.01% 828

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Advisor Partners's BBT Position: Q2 2022 in Review

Advisor Partners sold out of Beacon Financial Corp (BBT) in Q2 2022, closing a stake of 7,107 shares — an estimated $206K sold.

Advisor Partners first reported a position in BBT in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 175 funds tracked by Wall St. Rank hold BBT as of Q2 2022.

  • Advisor Partners reported no remaining Beacon Financial Corp position as of Q2 2022 after selling out during the quarter.
  • Advisor Partners sold 7,107 Beacon Financial Corp shares in Q2 2022, an estimated $206K.
  • Advisor Partners first reported a position in Beacon Financial Corp in Q1 2022 and held it in 1 quarter.
  • Advisor Partners's Beacon Financial Corp position peaked at $206K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.