Atria Investments’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Atria Investments’s Portfolio BECN Stock Details BECN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,217	Closed	-$645K	–	2098
2025 Q1	$645K	Buy	5,217 +113	+2%	+$13.2K	0.01%	1219
2024 Q4	$518K	Buy	5,104 +10	+0.2%	+$1.01K	0.01%	1305
2024 Q3	$440K	Sell	5,094 -512	-9%	-$45.6K	0.01%	1396
2024 Q2	$507K	Buy	+5,606	New	+$541K	0.01%	1292
2019 Q3	–	Sell	-12,224	Closed	-$375K	–	983
2019 Q2	$375K	Buy	12,224 +4,845	+66%	+$175K	0.01%	663
2019 Q1	$265K	Sell	7,379 -582	-7%	-$20.4K	0.01%	748
2018 Q4	$253K	Buy	+7,961	New	+$246K	0.01%	717

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Atria Investments's BECN Position: Q2 2025 in Review

Atria Investments sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 5,217 shares — an estimated $645K sold.

Atria Investments first reported a position in BECN in Q4 2018 and held it in 7 quarters. The position peaked at $645K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Atria Investments reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 5,217 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $645K.
Atria Investments first reported a position in Beacon Roofing Supply, Inc. in Q4 2018 and held it in 7 quarters.
Atria Investments's Beacon Roofing Supply, Inc. position peaked at $645K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.