CAN
BBT

Cetera Advisor Networks’s Beacon Financial Corp BBT Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$671K Sell
29,283
-3
-0% -$69 ﹤0.01% 1734
2023
Q4 		$727K Buy
+29,286
New +$631K ﹤0.01% 1598

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Cetera Advisor Networks's BBT Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Beacon Financial Corp (BBT) stake by 0.01% in Q1 2024, selling an estimated $69 and leaving 29,283 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Cetera Advisor Networks first reported a position in BBT in Q4 2023 and has held it in 2 quarters since. The position peaked at $727K in Q4 2023. 179 funds tracked by Wall St. Rank hold BBT as of Q1 2024.

  • Cetera Advisor Networks held 29,283 shares of Beacon Financial Corp worth $671K as of Q1 2024.
  • Cetera Advisor Networks sold 3 Beacon Financial Corp shares in Q1 2024, an estimated $69.
  • Beacon Financial Corp made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1734 holding.
  • Cetera Advisor Networks first reported a position in Beacon Financial Corp in Q4 2023 and has held it in 2 quarters since.
  • Cetera Advisor Networks's Beacon Financial Corp position peaked at $727K in Q4 2023.
  • 179 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.