EWA
BECN

EverSource Wealth Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-151
Closed -$18.7K – 4393
2025
Q1 		$18.7K Sell
151
-10
-6% -$1.17K ﹤0.01% 1727
2024
Q4 		$16.4K Sell
161
-28
-15% -$2.82K ﹤0.01% 1737
2024
Q3 		$16.3K Buy
189
+18
+11% +$1.6K ﹤0.01% 1597
2024
Q2 		$17.6K Buy
171
+27
+19% +$2.6K ﹤0.01% 1566
2024
Q1 		$14.2K Hold
144
– – ﹤0.01% 1529
2023
Q4 		$12.5K Hold
144
– – ﹤0.01% 1458
2023
Q3 		$11.1K Hold
144
– – ﹤0.01% 1378
2023
Q2 		$11.9K Hold
144
– – ﹤0.01% 1366
2023
Q1 		$8.47K Sell
144
-11
-7% -$644 ﹤0.01% 1433
2022
Q4 		$8.18K Hold
155
– – ﹤0.01% 1404
2022
Q3 		$8K Buy
+155
New +$8.78K ﹤0.01% 1217

Other funds holding BECN

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

EverSource Wealth Advisors's BECN Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 151 shares — an estimated $18.7K sold.

EverSource Wealth Advisors first reported a position in BECN in Q3 2022 and held it in 11 quarters. The position peaked at $18.7K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 151 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $18.7K.
  • EverSource Wealth Advisors first reported a position in Beacon Roofing Supply, Inc. in Q3 2022 and held it in 11 quarters.
  • EverSource Wealth Advisors's Beacon Roofing Supply, Inc. position peaked at $18.7K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.