JP Morgan Private Wealth Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

JP Morgan Private 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
2022 Q2	–	Sell	-3,567	Closed	-$211K	–	2039
2022 Q1	$211K	Buy	+3,567	New	+$204K	﹤0.01%	1892
2019 Q3	–	Sell	-6,298	Closed	-$231K	–	1489
2019 Q2	$231K	Sell	6,298 -979	-13%	-$35.5K	﹤0.01%	1248
2019 Q1	$234K	Buy	+7,277	New	+$255K	﹤0.01%	1315
2017 Q2	–	Sell	-10,140	Closed	-$499K	–	1359
2017 Q1	$499K	Sell	10,140 -801	-7%	-$37K	﹤0.01%	857
2016 Q4	$504K	Buy	10,941 +1,331	+14%	+$59.5K	﹤0.01%	807
2016 Q3	$404K	Buy	9,610 +2,691	+39%	+$122K	﹤0.01%	866
2016 Q2	$314K	Buy	6,919 +238	+4%	+$10.2K	﹤0.01%	955
2016 Q1	$274K	Buy	6,681 +31	+0.5%	+$1.18K	﹤0.01%	990
2015 Q4	$274K	Buy	+6,650	New	+$255K	﹤0.01%	904
2015 Q3	–	Sell	-6,243	Closed	-$207K	–	1153
2015 Q2	$207K	Buy	+6,243	New	+$196K	﹤0.01%	965
2014 Q3	–	Sell	-6,826	Closed	-$226K	–	1105
2014 Q2	$226K	Sell	6,826 -413	-6%	-$14.5K	﹤0.01%	785
2014 Q1	$280K	Buy	+7,239	New	+$280K	0.01%	735

Other funds holding BECN

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BECN Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2022, closing a stake of 3,567 shares — an estimated $211K sold.

JP Morgan Private Wealth Advisors first reported a position in BECN in Q1 2014 and held it in 12 quarters. The position peaked at $504K in Q4 2016. 224 funds tracked by Wall St. Rank hold BECN as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,567 Beacon Roofing Supply, Inc. shares in Q2 2022, an estimated $211K.
JP Morgan Private Wealth Advisors first reported a position in Beacon Roofing Supply, Inc. in Q1 2014 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's Beacon Roofing Supply, Inc. position peaked at $504K in Q4 2016.
224 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.