Cassady Schiller Wealth Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$1.22K	Buy	+12	New	+$1.21K	﹤0.01%	737

Other funds holding BECN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's BECN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Beacon Roofing Supply, Inc. (BECN) in Q4 2024: 12 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #737 among its holdings.

328 funds tracked by Wall St. Rank hold BECN as of Q4 2024.

Cassady Schiller Wealth Management held 12 shares of Beacon Roofing Supply, Inc. worth $1.22K as of Q4 2024.
Beacon Roofing Supply, Inc. was a new Cassady Schiller Wealth Management position in Q4 2024.
Beacon Roofing Supply, Inc. made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #737 holding.
328 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.