BRWA
BECN

B. Riley Wealth Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

B. Riley Wealth Advisors’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
2021
Q2 		– Sell
-4,425
Closed -$232K – 1480
2021
Q1 		$232K Buy
+4,425
New +$207K 0.01% 1124
2015
Q1 		– Sell
-609
Closed -$17K – 2050
2014
Q4 		$17K Buy
+609
New +$16.5K ﹤0.01% 2643
2014
Q3 		– Sell
-609
Closed -$20.2K – 1942
2014
Q2 		$20.2K Buy
+609
New +$21.4K ﹤0.01% 1468

Other funds holding BECN

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

B. Riley Wealth Advisors's BECN Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2021, closing a stake of 4,425 shares — an estimated $232K sold.

B. Riley Wealth Advisors first reported a position in BECN in Q2 2014 and held it in 3 quarters. The position peaked at $232K in Q1 2021. 200 funds tracked by Wall St. Rank hold BECN as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,425 Beacon Roofing Supply, Inc. shares in Q2 2021, an estimated $232K.
  • B. Riley Wealth Advisors first reported a position in Beacon Roofing Supply, Inc. in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Beacon Roofing Supply, Inc. position peaked at $232K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.