CAS
BECN

Coppell Advisory Solutions’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-152
Closed -$15.1K – 1979
2024
Q4 		$15.1K Hold
152
– – ﹤0.01% 962
2024
Q3 		$13.3K Hold
152
– – ﹤0.01% 998
2024
Q2 		$13.8K Buy
+152
New +$14.7K ﹤0.01% 911
2023
Q4 		$33.7K Buy
+387
New +$30.3K 0.01% 588

Other funds holding BECN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coppell Advisory Solutions's BECN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2025, closing a stake of 152 shares — an estimated $15.1K sold.

Coppell Advisory Solutions first reported a position in BECN in Q4 2023 and held it in 4 quarters. The position peaked at $33.7K in Q4 2023. 329 funds tracked by Wall St. Rank hold BECN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 152 Beacon Roofing Supply, Inc. shares in Q1 2025, an estimated $15.1K.
  • Coppell Advisory Solutions first reported a position in Beacon Roofing Supply, Inc. in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Beacon Roofing Supply, Inc. position peaked at $33.7K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.