Front Row Advisors’s Beacon Financial Corp BBT Stock Holding History

Front Row Advisors’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 Q3	–	Sell	-20	Closed	-$456	–	540
2024 Q2	$456	Hold	20	–	–	﹤0.01%	907
2024 Q1	$462	Buy	+20	New	+$458	﹤0.01%	895
2023 Q4	–	Sell	-20	Closed	-$401	–	512
2023 Q3	$401	Hold	20	–	–	﹤0.01%	889
2023 Q2	$0	Hold	20	–	–	﹤0.01%	893
2023 Q1	$1K	Hold	20	–	–	﹤0.01%	861
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	831
2022 Q3	$1K	Buy	+20	New	+$558	﹤0.01%	863
2022 Q2	–	Sell	-20	Closed	-$1K	–	921
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	891
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	904
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	900
2021 Q2	$1K	Buy	+20	New	+$508	﹤0.01%	904
2021 Q1	–	Sell	-20	Closed	–	–	954
2020 Q4	$0	Hold	20	–	–	﹤0.01%	911
2020 Q3	$0	Hold	20	–	–	﹤0.01%	915
2020 Q2	$0	Hold	20	–	–	﹤0.01%	987
2020 Q1	$0	Hold	20	–	–	﹤0.01%	976
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	840
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	849
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	931
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	935
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	910
2018 Q3	$1	Hold	20	–	–	﹤0.01%	880
2018 Q2	$1	Hold	20	–	–	﹤0.01%	926
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	859
2017 Q4	$1K	Buy	+20	New	+$762	﹤0.01%	749

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Front Row Advisors's BBT Position: Q3 2024 in Review

Front Row Advisors sold out of Beacon Financial Corp (BBT) in Q3 2024, closing a stake of 20 shares — an estimated $456 sold.

Front Row Advisors first reported a position in BBT in Q4 2017 and held it in 24 quarters. The position peaked at $1K in Q1 2023. 188 funds tracked by Wall St. Rank hold BBT as of Q3 2024.

Front Row Advisors reported no remaining Beacon Financial Corp position as of Q3 2024 after selling out during the quarter.
Front Row Advisors sold 20 Beacon Financial Corp shares in Q3 2024, an estimated $456.
Front Row Advisors first reported a position in Beacon Financial Corp in Q4 2017 and held it in 24 quarters.
Front Row Advisors's Beacon Financial Corp position peaked at $1K in Q1 2023.
188 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.