BWA
BECN

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

Burt 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
2020
Q4 		– Sell
-90
Closed -$3K – 426
2020
Q3 		$3K Hold
90
– – ﹤0.01% 338
2020
Q2 		$2K Hold
90
– – ﹤0.01% 352
2020
Q1 		$1K Buy
+90
New +$2.62K ﹤0.01% 397

Other funds holding BECN

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Burt Wealth Advisors's BECN Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q4 2020, closing a stake of 90 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in BECN in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 199 funds tracked by Wall St. Rank hold BECN as of Q4 2020.

  • Burt Wealth Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 90 Beacon Roofing Supply, Inc. shares in Q4 2020, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Beacon Roofing Supply, Inc. in Q1 2020 and held it in 3 quarters.
  • Burt Wealth Advisors's Beacon Roofing Supply, Inc. position peaked at $3K in Q3 2020.
  • 199 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.