CCA
BBT

Childress Capital Advisors’s Beacon Financial Corp BBT Stock Holding History

Childress Capital Advisors’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
-147
Closed -$3K – 254
2020
Q4 		$3K Buy
+147
New +$2.19K ﹤0.01% 871

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

Childress Capital Advisors's BBT Position: Q1 2021 in Review

Childress Capital Advisors sold out of Beacon Financial Corp (BBT) in Q1 2021, closing a stake of 147 shares — an estimated $3K sold.

Childress Capital Advisors first reported a position in BBT in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 160 funds tracked by Wall St. Rank hold BBT as of Q1 2021.

  • Childress Capital Advisors reported no remaining Beacon Financial Corp position as of Q1 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 147 Beacon Financial Corp shares in Q1 2021, an estimated $3K.
  • Childress Capital Advisors first reported a position in Beacon Financial Corp in Q4 2020 and held it in 1 quarter.
  • Childress Capital Advisors's Beacon Financial Corp position peaked at $3K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.