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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFS Wealth Advisors's BECN Position: Q1 2025 in Review

JFS Wealth Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2025, closing a stake of 75 shares — an estimated $7.62K sold.

JFS Wealth Advisors first reported a position in BECN in Q4 2021 and held it in 13 quarters. The position peaked at $7.62K in Q4 2024. 329 funds tracked by Wall St. Rank hold BECN as of Q1 2025.

JFS Wealth Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2025 after selling out during the quarter.
JFS Wealth Advisors sold 75 Beacon Roofing Supply, Inc. shares in Q1 2025, an estimated $7.62K.
JFS Wealth Advisors first reported a position in Beacon Roofing Supply, Inc. in Q4 2021 and held it in 13 quarters.
JFS Wealth Advisors's Beacon Roofing Supply, Inc. position peaked at $7.62K in Q4 2024.
329 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.