CWC
BBT

Carolinas Wealth Consulting’s Beacon Financial Corp BBT Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-125
Closed -$2K – 947
2020
Q4 		$2K Buy
125
+1
+0.8% +$15 ﹤0.01% 730
2020
Q3 		$1K Buy
124
+4
+3% +$39 ﹤0.01% 794
2020
Q2 		$1K Buy
+120
New +$1.54K ﹤0.01% 540

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
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's BBT Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of Beacon Financial Corp (BBT) in Q1 2021, closing a stake of 125 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in BBT in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 160 funds tracked by Wall St. Rank hold BBT as of Q1 2021.

  • Carolinas Wealth Consulting reported no remaining Beacon Financial Corp position as of Q1 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 125 Beacon Financial Corp shares in Q1 2021, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Beacon Financial Corp in Q2 2020 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Beacon Financial Corp position peaked at $2K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.