AWM
BBT

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

Avior 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
2024
Q2 		– Sell
-9
Closed -$206 – 2435
2024
Q1 		$206 Buy
+9
New +$206 ﹤0.01% 2865

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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Avior Wealth Management's BBT Position: Q2 2024 in Review

Avior Wealth Management sold out of Beacon Financial Corp (BBT) in Q2 2024, closing a stake of 9 shares — an estimated $206 sold.

Avior Wealth Management first reported a position in BBT in Q1 2024 and held it in 1 quarter. The position peaked at $206 in Q1 2024. 178 funds tracked by Wall St. Rank hold BBT as of Q2 2024.

  • Avior Wealth Management reported no remaining Beacon Financial Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Beacon Financial Corp shares in Q2 2024, an estimated $206.
  • Avior Wealth Management first reported a position in Beacon Financial Corp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Beacon Financial Corp position peaked at $206 in Q1 2024.
  • 178 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.