AWM
BBT

Aevitas Wealth Management’s Beacon Financial Corp BBT Stock Holding History

Aevitas Wealth 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
2019
Q2 		– Sell
-850
Closed -$23K – 122
2019
Q1 		$23K Hold
850
– – 0.02% 248
2018
Q4 		$23K Hold
850
– – 0.02% 241
2018
Q3 		$35K Hold
850
– – 0.03% 229
2018
Q2 		$35K Hold
850
– – 0.03% 227
2018
Q1 		$32K Hold
850
– – 0.03% 212
2017
Q4 		$31K Buy
+850
New +$32.4K 0.03% 218

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Aevitas Wealth Management's BBT Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Beacon Financial Corp (BBT) in Q2 2019, closing a stake of 850 shares — an estimated $23K sold.

Aevitas Wealth Management first reported a position in BBT in Q4 2017 and held it in 6 quarters. The position peaked at $35K in Q3 2018. 174 funds tracked by Wall St. Rank hold BBT as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Beacon Financial Corp position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 850 Beacon Financial Corp shares in Q2 2019, an estimated $23K.
  • Aevitas Wealth Management first reported a position in Beacon Financial Corp in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Beacon Financial Corp position peaked at $35K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.