MFT
BBT

Moisand Fitzgerald Tamayo’s Beacon Financial Corp BBT Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-72
Closed -$2K – 781
2022
Q3 		$2K Buy
+72
New +$2.01K ﹤0.01% 471

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BBT Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of Beacon Financial Corp (BBT) in Q4 2022, closing a stake of 72 shares — an estimated $2K sold.

Moisand Fitzgerald Tamayo first reported a position in BBT in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 180 funds tracked by Wall St. Rank hold BBT as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Beacon Financial Corp position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 72 Beacon Financial Corp shares in Q4 2022, an estimated $2K.
  • Moisand Fitzgerald Tamayo first reported a position in Beacon Financial Corp in Q3 2022 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Beacon Financial Corp position peaked at $2K in Q3 2022.
  • 180 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.