LWA
BECN

Lenox Wealth Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Lenox 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
2021
Q2 		– Sell
-49
Closed -$3K – 813
2021
Q1 		$3K Buy
+49
New +$2.29K ﹤0.01% 585
2017
Q4 		– Sell
-62
Closed -$3K – 470
2017
Q3 		$3K Buy
+62
New +$2.89K ﹤0.01% 125

Other funds holding BECN

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lenox Wealth Advisors's BECN Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2021, closing a stake of 49 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in BECN in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 200 funds tracked by Wall St. Rank hold BECN as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 49 Beacon Roofing Supply, Inc. shares in Q2 2021, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Beacon Roofing Supply, Inc. in Q3 2017 and held it in 2 quarters.
  • Lenox Wealth Advisors's Beacon Roofing Supply, Inc. position peaked at $3K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.