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BBT

FDx Advisors’s Beacon Financial Corp BBT Stock Holding History

FDx 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
2020
Q1 		– Sell
-6,818
Closed -$224K – 526
2019
Q4 		$224K Sell
6,818
-125
-2% -$3.92K 0.01% 564
2019
Q3 		$203K Buy
+6,943
New +$211K 0.01% 602
2018
Q4 		– Sell
-7,890
Closed -$321K – 569
2018
Q3 		$321K Buy
7,890
+246
+3% +$10.2K 0.01% 670
2018
Q2 		$310K Buy
7,644
+1,435
+23% +$56.8K 0.01% 712
2018
Q1 		$236K Sell
6,209
-4,002
-39% -$152K 0.01% 1075
2017
Q4 		$374K Buy
10,211
+4,612
+82% +$176K 0.01% 921
2017
Q3 		$217K Buy
+5,599
New +$197K 0.01% 1181

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

FDx Advisors's BBT Position: Q1 2020 in Review

FDx Advisors sold out of Beacon Financial Corp (BBT) in Q1 2020, closing a stake of 6,818 shares — an estimated $224K sold.

FDx Advisors first reported a position in BBT in Q3 2017 and held it in 7 quarters. The position peaked at $374K in Q4 2017. 168 funds tracked by Wall St. Rank hold BBT as of Q1 2020.

  • FDx Advisors reported no remaining Beacon Financial Corp position as of Q1 2020 after selling out during the quarter.
  • FDx Advisors sold 6,818 Beacon Financial Corp shares in Q1 2020, an estimated $224K.
  • FDx Advisors first reported a position in Beacon Financial Corp in Q3 2017 and held it in 7 quarters.
  • FDx Advisors's Beacon Financial Corp position peaked at $374K in Q4 2017.
  • 168 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2020.

Based on FDx Advisors's 13F filing for Q1 2020, filed 13 May 2020.