FFA
BBT

Founders Financial Alliance’s Beacon Financial Corp BBT Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-800
Closed -$9K – 523
2020
Q3 		$9K Buy
+800
New +$7.87K 0.01% 782

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Founders Financial Alliance's BBT Position: Q4 2020 in Review

Founders Financial Alliance sold out of Beacon Financial Corp (BBT) in Q4 2020, closing a stake of 800 shares — an estimated $9K sold.

Founders Financial Alliance first reported a position in BBT in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 177 funds tracked by Wall St. Rank hold BBT as of Q4 2020.

  • Founders Financial Alliance reported no remaining Beacon Financial Corp position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 800 Beacon Financial Corp shares in Q4 2020, an estimated $9K.
  • Founders Financial Alliance first reported a position in Beacon Financial Corp in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Beacon Financial Corp position peaked at $9K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.