HGWM
BBT

Harvest Group Wealth Management’s Beacon Financial Corp BBT Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-83
Closed -$2K – 539
2019
Q4 		$2K Buy
+83
New +$2.6K ﹤0.01% 576
2019
Q3 		– Sell
-151
Closed -$4K – 1023
2019
Q2 		$4K Hold
151
– – 0.01% 381
2019
Q1 		$4K Buy
+151
New +$4.37K ﹤0.01% 413

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Harvest Group Wealth Management's BBT Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Beacon Financial Corp (BBT) in Q1 2020, closing a stake of 83 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in BBT in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 168 funds tracked by Wall St. Rank hold BBT as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Beacon Financial Corp position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 83 Beacon Financial Corp shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Beacon Financial Corp in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Beacon Financial Corp position peaked at $4K in Q2 2019.
  • 168 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.