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Golden State Wealth Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Golden State Wealth Management’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-150
Closed -$5K – 1153
2019
Q2 		$5K Hold
150
– – ﹤0.01% 885
2019
Q1 		$5K Buy
+150
New +$5.25K ﹤0.01% 915

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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Golden State Wealth Management's BECN Position: Q3 2019 in Review

Golden State Wealth Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q3 2019, closing a stake of 150 shares — an estimated $5K sold.

Golden State Wealth Management first reported a position in BECN in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 174 funds tracked by Wall St. Rank hold BECN as of Q3 2019.

  • Golden State Wealth Management reported no remaining Beacon Roofing Supply, Inc. position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 150 Beacon Roofing Supply, Inc. shares in Q3 2019, an estimated $5K.
  • Golden State Wealth Management first reported a position in Beacon Roofing Supply, Inc. in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Beacon Roofing Supply, Inc. position peaked at $5K in Q2 2019.
  • 174 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.