Financial Gravity Asset Management’s Beacon Financial Corp BBT Stock Holding History

Financial Gravity Asset 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
2019 Q4	$33K	Buy	+8	New	+$251	0.02%	824

Other funds holding BBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Financial Gravity Asset Management's BBT Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in Beacon Financial Corp (BBT) in Q4 2019: 8 shares worth $33K. The stake represents 0.02% of the portfolio and ranks #824 among its holdings.

171 funds tracked by Wall St. Rank hold BBT as of Q4 2019.

Financial Gravity Asset Management held 8 shares of Beacon Financial Corp worth $33K as of Q4 2019.
Beacon Financial Corp was a new Financial Gravity Asset Management position in Q4 2019.
Beacon Financial Corp made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #824 holding.
171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.