FGAM
BBT

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
2023
Q1 		– Sell
-30
Closed -$312 – 1184
2022
Q4 		$312 Buy
+30
New +$882 ﹤0.01% 870
2020
Q2 		– Sell
-10
Closed -$145 – 104
2020
Q1 		$145 Buy
10
+2
+25% +$51 ﹤0.01% 815
2019
Q4 		$33K Buy
+8
New +$251 0.02% 824

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's BBT Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Beacon Financial Corp (BBT) in Q1 2023, closing a stake of 30 shares — an estimated $312 sold.

Financial Gravity Asset Management first reported a position in BBT in Q4 2019 and held it in 3 quarters. The position peaked at $33K in Q4 2019. 181 funds tracked by Wall St. Rank hold BBT as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Beacon Financial Corp position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 30 Beacon Financial Corp shares in Q1 2023, an estimated $312.
  • Financial Gravity Asset Management first reported a position in Beacon Financial Corp in Q4 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Beacon Financial Corp position peaked at $33K in Q4 2019.
  • 181 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.