KPW
BBT

Kore Private Wealth’s Beacon Financial Corp BBT Stock Holding History

Kore Private Wealth’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-850
Closed -$9K – 361
2020
Q2 		$9K Buy
+850
New +$10.9K ﹤0.01% 800

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kore Private Wealth's BBT Position: Q3 2020 in Review

Kore Private Wealth sold out of Beacon Financial Corp (BBT) in Q3 2020, closing a stake of 850 shares — an estimated $9K sold.

Kore Private Wealth first reported a position in BBT in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 163 funds tracked by Wall St. Rank hold BBT as of Q3 2020.

  • Kore Private Wealth reported no remaining Beacon Financial Corp position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 850 Beacon Financial Corp shares in Q3 2020, an estimated $9K.
  • Kore Private Wealth first reported a position in Beacon Financial Corp in Q2 2020 and held it in 1 quarter.
  • Kore Private Wealth's Beacon Financial Corp position peaked at $9K in Q2 2020.
  • 163 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.