Driehaus Capital Management’s Beacon Financial Corp BBT Stock Holding History

Driehaus Capital Management’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
2023 Q2	–	Sell	-510,004	Closed	-$12.8M	–	396
2023 Q1	$12.8M	Sell	510,004 -159,659	-24%	-$4.56M	0.18%	186
2022 Q4	$20M	Sell	669,663 -76,578	-10%	-$2.25M	0.3%	112
2022 Q3	$20.4M	Buy	746,241 +22,712	+3%	+$634K	0.31%	98
2022 Q2	$17.9M	Buy	723,529 +13,701	+2%	+$355K	0.29%	116
2022 Q1	$20.6M	Buy	709,828 +62,681	+10%	+$1.88M	0.25%	135
2021 Q4	$18.4M	Buy	647,147 +119,647	+23%	+$3.31M	0.19%	160
2021 Q3	$14.2M	Hold	527,500	–	–	0.17%	184
2021 Q2	$14.5M	Buy	+527,500	New	+$13.4M	0.19%	166

Other funds holding BBT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Driehaus Capital Management's BBT Position: Q2 2023 in Review

Driehaus Capital Management sold out of Beacon Financial Corp (BBT) in Q2 2023, closing a stake of 510,004 shares — an estimated $12.8M sold.

Driehaus Capital Management first reported a position in BBT in Q2 2021 and held it in 8 quarters. The position peaked at $20.6M in Q1 2022. 171 funds tracked by Wall St. Rank hold BBT as of Q2 2023.

Driehaus Capital Management reported no remaining Beacon Financial Corp position as of Q2 2023 after selling out during the quarter.
Driehaus Capital Management sold 510,004 Beacon Financial Corp shares in Q2 2023, an estimated $12.8M.
Driehaus Capital Management first reported a position in Beacon Financial Corp in Q2 2021 and held it in 8 quarters.
Driehaus Capital Management's Beacon Financial Corp position peaked at $20.6M in Q1 2022.
171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2023.

Based on Driehaus Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.