CAL
BBT

Capital Analysts LLC’s Beacon Financial Corp BBT Stock Holding History

Capital Analysts LLC’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
Q1 		– Sell
-349
Closed -$10K – 976
2022
Q4 		$10K Hold
349
– – ﹤0.01% 845
2022
Q3 		$10K Buy
+349
New +$9.74K ﹤0.01% 793

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

Capital Analysts LLC's BBT Position: Q1 2023 in Review

Capital Analysts LLC sold out of Beacon Financial Corp (BBT) in Q1 2023, closing a stake of 349 shares — an estimated $10K sold.

Capital Analysts LLC first reported a position in BBT in Q3 2022 and held it in 2 quarters. The position peaked at $10K in Q4 2022. 181 funds tracked by Wall St. Rank hold BBT as of Q1 2023.

  • Capital Analysts LLC reported no remaining Beacon Financial Corp position as of Q1 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 349 Beacon Financial Corp shares in Q1 2023, an estimated $10K.
  • Capital Analysts LLC first reported a position in Beacon Financial Corp in Q3 2022 and held it in 2 quarters.
  • Capital Analysts LLC's Beacon Financial Corp position peaked at $10K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.