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JMPWA
BECN
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
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$536M AUM
0.63%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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