BIA
BBT

Bell Investment Advisors’s Beacon Financial Corp BBT Stock Holding History

Bell Investment 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
Q2 		– Sell
-27
Closed -$677 – 1924
2023
Q1 		$677 Hold
27
– – ﹤0.01% 1685
2022
Q4 		$807 Buy
+27
New +$794 ﹤0.01% 1645
2021
Q4 		– Sell
-18
Closed – – 1778
2021
Q3 		$0 Buy
+18
New +$476 ﹤0.01% 1723

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bell Investment Advisors's BBT Position: Q2 2023 in Review

Bell Investment Advisors sold out of Beacon Financial Corp (BBT) in Q2 2023, closing a stake of 27 shares — an estimated $677 sold.

Bell Investment Advisors first reported a position in BBT in Q3 2021 and held it in 3 quarters. The position peaked at $807 in Q4 2022. 171 funds tracked by Wall St. Rank hold BBT as of Q2 2023.

  • Bell Investment Advisors reported no remaining Beacon Financial Corp position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 27 Beacon Financial Corp shares in Q2 2023, an estimated $677.
  • Bell Investment Advisors first reported a position in Beacon Financial Corp in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Beacon Financial Corp position peaked at $807 in Q4 2022.
  • 171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.