FFO
BBT

Fortitude Family Office’s Beacon Financial Corp BBT Stock Holding History

Fortitude Family Office’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
2024
Q2 		– Sell
-203
Closed -$4.65K – 974
2024
Q1 		$4.65K Buy
+203
New +$4.64K ﹤0.01% 638

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Fortitude Family Office's BBT Position: Q2 2024 in Review

Fortitude Family Office sold out of Beacon Financial Corp (BBT) in Q2 2024, closing a stake of 203 shares — an estimated $4.65K sold.

Fortitude Family Office first reported a position in BBT in Q1 2024 and held it in 1 quarter. The position peaked at $4.65K in Q1 2024. 178 funds tracked by Wall St. Rank hold BBT as of Q2 2024.

  • Fortitude Family Office reported no remaining Beacon Financial Corp position as of Q2 2024 after selling out during the quarter.
  • Fortitude Family Office sold 203 Beacon Financial Corp shares in Q2 2024, an estimated $4.65K.
  • Fortitude Family Office first reported a position in Beacon Financial Corp in Q1 2024 and held it in 1 quarter.
  • Fortitude Family Office's Beacon Financial Corp position peaked at $4.65K in Q1 2024.
  • 178 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2024.

Based on Fortitude Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.