Avion Wealth’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Avion Wealth’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	-6	Closed	–	–	1688
2025 Q1	$0	Buy	+6	New	+$699	﹤0.01%	1408
2024 Q4	–	Sell	-6	Closed	–	–	1322
2024 Q3	$0	Buy	+6	New	+$534	﹤0.01%	1384

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

Avion Wealth's BECN Position: Q2 2025 in Review

Avion Wealth sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 6 shares.

Avion Wealth first reported a position in BECN in Q3 2024 and held it in 2 quarters. The position peaked at $0 in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Avion Wealth reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 6 Beacon Roofing Supply, Inc. shares in Q2 2025.
Avion Wealth first reported a position in Beacon Roofing Supply, Inc. in Q3 2024 and held it in 2 quarters.
Avion Wealth's Beacon Roofing Supply, Inc. position peaked at $0 in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.