BRWA
BBT

B. Riley Wealth Advisors’s Beacon Financial Corp BBT Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-24,556
Closed -$509K – 1490
2023
Q2 		$509K Buy
+24,556
New +$530K 0.01% 843
2015
Q1 		– Sell
-65
Closed -$2 – 718
2014
Q4 		$2 Buy
+65
New +$1.63K ﹤0.01% 3373

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's BBT Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Beacon Financial Corp (BBT) in Q3 2023, closing a stake of 24,556 shares — an estimated $509K sold.

B. Riley Wealth Advisors first reported a position in BBT in Q4 2014 and held it in 2 quarters. The position peaked at $509K in Q2 2023. 172 funds tracked by Wall St. Rank hold BBT as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Beacon Financial Corp position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 24,556 Beacon Financial Corp shares in Q3 2023, an estimated $509K.
  • B. Riley Wealth Advisors first reported a position in Beacon Financial Corp in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Beacon Financial Corp position peaked at $509K in Q2 2023.
  • 172 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.