BCA
BBT

Berman Capital Advisors’s Beacon Financial Corp BBT Stock Holding History

Berman Capital 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
2021
Q3 		$3K Hold
141
– – ﹤0.01% 1559
2021
Q2 		$3K Hold
141
– – ﹤0.01% 1458
2021
Q1 		$3K Hold
141
– – ﹤0.01% 1392
2020
Q4 		$2K Hold
141
– – ﹤0.01% 1375
2020
Q3 		$1K Buy
141
+79
+127% +$777 ﹤0.01% 1410
2020
Q2 		$0 Buy
+62
New +$797 ﹤0.01% 1612

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's BBT Position: Q3 2021 in Review

Berman Capital Advisors held its Beacon Financial Corp (BBT) position steady in Q3 2021 at 141 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Berman Capital Advisors first reported a position in BBT in Q2 2020 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold BBT as of Q3 2021.

  • Berman Capital Advisors held 141 shares of Beacon Financial Corp worth $3K as of Q3 2021.
  • Berman Capital Advisors left its Beacon Financial Corp share count unchanged in Q3 2021.
  • Beacon Financial Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1559 holding.
  • Berman Capital Advisors first reported a position in Beacon Financial Corp in Q2 2020 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.