AI
BBT

Atom Investors’s Beacon Financial Corp BBT Stock Holding History

Atom Investors’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
Q4 		– Sell
-14,614
Closed -$148K – 385
2020
Q3 		$148K Buy
+14,614
New +$144K 0.01% 438

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atom Investors's BBT Position: Q4 2020 in Review

Atom Investors sold out of Beacon Financial Corp (BBT) in Q4 2020, closing a stake of 14,614 shares — an estimated $148K sold.

Atom Investors first reported a position in BBT in Q3 2020 and held it in 1 quarter. The position peaked at $148K in Q3 2020. 177 funds tracked by Wall St. Rank hold BBT as of Q4 2020.

  • Atom Investors reported no remaining Beacon Financial Corp position as of Q4 2020 after selling out during the quarter.
  • Atom Investors sold 14,614 Beacon Financial Corp shares in Q4 2020, an estimated $148K.
  • Atom Investors first reported a position in Beacon Financial Corp in Q3 2020 and held it in 1 quarter.
  • Atom Investors's Beacon Financial Corp position peaked at $148K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2020.

Based on Atom Investors's 13F filing for Q4 2020, filed 16 Feb 2021.