MWPCG
BECN

Measured Wealth Private Client Group’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Measured Wealth Private Client Group’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
2022
Q3 		– Sell
-4,178
Closed -$215K – 189
2022
Q2 		$215K Buy
+4,178
New +$245K 0.09% 159

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Measured Wealth Private Client Group's BECN Position: Q3 2022 in Review

Measured Wealth Private Client Group sold out of Beacon Roofing Supply, Inc. (BECN) in Q3 2022, closing a stake of 4,178 shares — an estimated $215K sold.

Measured Wealth Private Client Group first reported a position in BECN in Q2 2022 and held it in 1 quarter. The position peaked at $215K in Q2 2022. 222 funds tracked by Wall St. Rank hold BECN as of Q3 2022.

  • Measured Wealth Private Client Group reported no remaining Beacon Roofing Supply, Inc. position as of Q3 2022 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 4,178 Beacon Roofing Supply, Inc. shares in Q3 2022, an estimated $215K.
  • Measured Wealth Private Client Group first reported a position in Beacon Roofing Supply, Inc. in Q2 2022 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Beacon Roofing Supply, Inc. position peaked at $215K in Q2 2022.
  • 222 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q3 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2022, filed 27 Oct 2022.