McDonald Partners’s Beacon Financial Corp BBT Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-11	Closed	-$313	–	347
2021 Q4	$313	Buy	+11	New	+$305	﹤0.01%	532

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McDonald Partners's BBT Position: Q1 2022 in Review

McDonald Partners sold out of Beacon Financial Corp (BBT) in Q1 2022, closing a stake of 11 shares — an estimated $313 sold.

McDonald Partners first reported a position in BBT in Q4 2021 and held it in 1 quarter. The position peaked at $313 in Q4 2021. 183 funds tracked by Wall St. Rank hold BBT as of Q1 2022.

McDonald Partners reported no remaining Beacon Financial Corp position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 11 Beacon Financial Corp shares in Q1 2022, an estimated $313.
McDonald Partners first reported a position in Beacon Financial Corp in Q4 2021 and held it in 1 quarter.
McDonald Partners's Beacon Financial Corp position peaked at $313 in Q4 2021.
183 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.