LWA
BBT

Lenox Wealth Advisors’s Beacon Financial Corp BBT Stock Holding History

Lenox Wealth Advisors’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
Q2 		– Sell
-99
Closed -$1K – 602
2020
Q1 		$1K Hold
99
– – ﹤0.01% 656
2019
Q4 		$3K Hold
99
– – ﹤0.01% 532
2019
Q3 		$3K Buy
+99
New +$3.01K ﹤0.01% 440

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lenox Wealth Advisors's BBT Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Beacon Financial Corp (BBT) in Q2 2020, closing a stake of 99 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BBT in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 171 funds tracked by Wall St. Rank hold BBT as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Beacon Financial Corp position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 99 Beacon Financial Corp shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Beacon Financial Corp in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Beacon Financial Corp position peaked at $3K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.