IPW
BECN

IronBridge Private Wealth’s Beacon Roofing Supply, Inc. BECN Stock Holding History

IronBridge Private Wealth’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
2022
Q1 		– Sell
-227
Closed -$13K – 309
2021
Q4 		$13K Hold
227
– – 0.01% 160
2021
Q3 		$11K Hold
227
– – 0.01% 145
2021
Q2 		$12K Hold
227
– – 0.01% 144
2021
Q1 		$12K Sell
227
-101
-31% -$4.71K 0.01% 143
2020
Q4 		$13K Buy
+328
New +$12K 0.01% 129

Other funds holding BECN

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

IronBridge Private Wealth's BECN Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2022, closing a stake of 227 shares — an estimated $13K sold.

IronBridge Private Wealth first reported a position in BECN in Q4 2020 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 203 funds tracked by Wall St. Rank hold BECN as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 227 Beacon Roofing Supply, Inc. shares in Q1 2022, an estimated $13K.
  • IronBridge Private Wealth first reported a position in Beacon Roofing Supply, Inc. in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Beacon Roofing Supply, Inc. position peaked at $13K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.