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Atlas Private Wealth Management’s Beacon Financial Corp BBT Stock Holding History

Atlas Private 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
2020
Q3 		– Sell
-600
Closed -$7K – 397
2020
Q2 		$7K Hold
600
– – 0.01% 355
2020
Q1 		$9K Hold
600
– – 0.01% 316
2019
Q4 		$20K Buy
+600
New +$18.8K 0.02% 286

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 $3.38T AUM 44.17% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atlas Private Wealth Management's BBT Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Beacon Financial Corp (BBT) in Q3 2020, closing a stake of 600 shares — an estimated $7K sold.

Atlas Private Wealth Management first reported a position in BBT in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 163 funds tracked by Wall St. Rank hold BBT as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Beacon Financial Corp position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 600 Beacon Financial Corp shares in Q3 2020, an estimated $7K.
  • Atlas Private Wealth Management first reported a position in Beacon Financial Corp in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's Beacon Financial Corp position peaked at $20K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.