HFM
BBT

Hartford Financial Management’s Beacon Financial Corp BBT Stock Holding History

Hartford Financial Management’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
Q1 		– Sell
-2,743
Closed -$47K – 387
2020
Q4 		$47K Sell
2,743
-372
-12% -$5.55K 0.01% 209
2020
Q3 		$31K Buy
3,115
+50
+2% +$492 0.01% 216
2020
Q2 		$34K Sell
3,065
-600
-16% -$7.71K 0.01% 212
2020
Q1 		$54K Sell
3,665
-3,030
-45% -$76.5K 0.02% 182
2019
Q4 		$220K Buy
6,695
+15
+0.2% +$470 0.07% 148
2019
Q3 		$196K Buy
6,680
+15
+0.2% +$457 0.07% 152
2019
Q2 		$209K Buy
6,665
+15
+0.2% +$448 0.07% 152
2019
Q1 		$181K Sell
6,650
-135
-2% -$3.91K 0.06% 159
2018
Q4 		$183K Sell
6,785
-987
-13% -$33.2K 0.07% 152
2018
Q3 		$316K Buy
7,772
+10
+0.1% +$416 0.11% 136
2018
Q2 		$315K Hold
7,762
– – 0.11% 132
2018
Q1 		$294K Buy
7,762
+12
+0.2% +$456 0.15% 105
2017
Q4 		$283K Buy
7,750
+160
+2% +$6.09K 0.14% 110
2017
Q3 		$294K Buy
7,590
+512
+7% +$18.1K 0.15% 104
2017
Q2 		$248K Buy
7,078
+11
+0.2% +$396 0.11% 125
2017
Q1 		$254K Buy
7,067
+11
+0.2% +$389 0.15% 106
2016
Q4 		$260K Buy
7,056
+162
+2% +$5.21K 0.15% 103
2016
Q3 		$191K Buy
6,894
+13
+0.2% +$355 0.12% 118
2016
Q2 		$185K Buy
6,881
+14
+0.2% +$376 0.11% 115
2016
Q1 		$184K Buy
6,867
+1,414
+26% +$37.8K 0.11% 113
2015
Q4 		$158K Buy
5,453
+12
+0.2% +$348 0.1% 118
2015
Q3 		$149K Buy
5,441
+2,012
+59% +$56.9K 0.1% 117
2015
Q2 		$97K Buy
+3,429
New +$95.7K 0.06% 138
2015
Q1 		– Sell
-2,803
Closed -$74K – 122
2014
Q4 		$74K Buy
2,803
+151
+6% +$3.78K 0.05% 137
2014
Q3 		$62K Buy
2,652
+12
+0.5% +$288 0.04% 154
2014
Q2 		$61K Buy
2,640
+1,313
+99% +$30.9K 0.04% 147
2014
Q1 		$34K Buy
1,327
+9
+0.7% +$230 0.02% 164
2013
Q4 		$35K Buy
1,318
+9
+0.7% +$234 0.02% 157
2013
Q3 		$32K Buy
1,309
+9
+0.7% +$236 0.02% 169
2013
Q2 		$36K Buy
+1,300
New +$34.3K 0.02% 165

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
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hartford Financial Management's BBT Position: Q1 2021 in Review

Hartford Financial Management sold out of Beacon Financial Corp (BBT) in Q1 2021, closing a stake of 2,743 shares — an estimated $47K sold.

Hartford Financial Management first reported a position in BBT in Q2 2013 and held it in 30 quarters. The position peaked at $316K in Q3 2018. 160 funds tracked by Wall St. Rank hold BBT as of Q1 2021.

  • Hartford Financial Management reported no remaining Beacon Financial Corp position as of Q1 2021 after selling out during the quarter.
  • Hartford Financial Management sold 2,743 Beacon Financial Corp shares in Q1 2021, an estimated $47K.
  • Hartford Financial Management first reported a position in Beacon Financial Corp in Q2 2013 and held it in 30 quarters.
  • Hartford Financial Management's Beacon Financial Corp position peaked at $316K in Q3 2018.
  • 160 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2021.

Based on Hartford Financial Management's 13F filing for Q1 2021, filed 14 Apr 2021.