JWA
BECN

JFS Wealth Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

JFS Wealth Advisors’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
2025
Q1 		– Sell
-75
Closed -$7.62K – 2006
2024
Q4 		$7.62K Hold
75
– – ﹤0.01% 956
2024
Q3 		$6.48K Buy
75
+2
+3% +$178 ﹤0.01% 1023
2024
Q2 		$6.61K Hold
73
– – ﹤0.01% 945
2024
Q1 		$7.16K Hold
73
– – ﹤0.01% 942
2023
Q4 		$6.35K Buy
73
+4
+6% +$313 ﹤0.01% 960
2023
Q3 		$5.33K Hold
69
– – ﹤0.01% 971
2023
Q2 		$5.73K Hold
69
– – ﹤0.01% 937
2023
Q1 		$4.06K Buy
69
+10
+17% +$585 ﹤0.01% 1077
2022
Q4 		$3.12K Buy
59
+1
+2% +$56 ﹤0.01% 1197
2022
Q3 		$3K Sell
58
-3
-5% -$170 ﹤0.01% 1260
2022
Q2 		$3K Buy
61
+4
+7% +$235 ﹤0.01% 1258
2022
Q1 		$3K Buy
57
+35
+159% +$2K ﹤0.01% 1342
2021
Q4 		$1K Buy
+22
New +$1.19K ﹤0.01% 1636

Other funds holding BECN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return