FC
BBT

FORA Capital’s Beacon Financial Corp BBT Stock Holding History

FORA Capital’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
2021
Q3 		– Sell
-933
Closed -$26K – 413
2021
Q2 		$26K Buy
+933
New +$23.7K ﹤0.01% 800
2020
Q4 		– Sell
-1,920
Closed -$19K – 925
2020
Q3 		$19K Hold
1,920
– – 0.01% 588
2020
Q2 		$21K Sell
1,920
-7,546
-80% -$97K 0.01% 794
2020
Q1 		$141K Buy
+9,466
New +$239K 0.03% 532

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FORA Capital's BBT Position: Q3 2021 in Review

FORA Capital sold out of Beacon Financial Corp (BBT) in Q3 2021, closing a stake of 933 shares — an estimated $26K sold.

FORA Capital first reported a position in BBT in Q1 2020 and held it in 4 quarters. The position peaked at $141K in Q1 2020. 169 funds tracked by Wall St. Rank hold BBT as of Q3 2021.

  • FORA Capital reported no remaining Beacon Financial Corp position as of Q3 2021 after selling out during the quarter.
  • FORA Capital sold 933 Beacon Financial Corp shares in Q3 2021, an estimated $26K.
  • FORA Capital first reported a position in Beacon Financial Corp in Q1 2020 and held it in 4 quarters.
  • FORA Capital's Beacon Financial Corp position peaked at $141K in Q1 2020.
  • 169 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.