MFG
BBT

Magnus Financial Group’s Beacon Financial Corp BBT Stock Holding History

Magnus Financial Group’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
2021
Q1 		– Sell
-10,399
Closed -$178K – 245
2020
Q4 		$178K Buy
+10,399
New +$155K 0.02% 323
2020
Q1 		– Sell
-6,519
Closed -$214K – 575
2019
Q4 		$214K Buy
+6,519
New +$204K 0.03% 469
2019
Q3 		– Sell
-6,519
Closed -$205K – 548
2019
Q2 		$205K Buy
+6,519
New +$195K 0.04% 456

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
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Magnus Financial Group's BBT Position: Q1 2021 in Review

Magnus Financial Group sold out of Beacon Financial Corp (BBT) in Q1 2021, closing a stake of 10,399 shares — an estimated $178K sold.

Magnus Financial Group first reported a position in BBT in Q2 2019 and held it in 3 quarters. The position peaked at $214K in Q4 2019. 160 funds tracked by Wall St. Rank hold BBT as of Q1 2021.

  • Magnus Financial Group reported no remaining Beacon Financial Corp position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 10,399 Beacon Financial Corp shares in Q1 2021, an estimated $178K.
  • Magnus Financial Group first reported a position in Beacon Financial Corp in Q2 2019 and held it in 3 quarters.
  • Magnus Financial Group's Beacon Financial Corp position peaked at $214K in Q4 2019.
  • 160 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.