MYIA
BECN

Mount Yale Investment Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Mount Yale Investment 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
2025
Q2 		– Sell
-2,576
Closed -$319K – 1519
2025
Q1 		$319K Buy
2,576
+560
+28% +$65.2K 0.03% 419
2024
Q4 		$205K Buy
+2,016
New +$203K 0.02% 521
2022
Q1 		– Sell
-5,379
Closed -$308K – 506
2021
Q4 		$308K Sell
5,379
-92
-2% -$4.96K 0.03% 369
2021
Q3 		$261K Buy
5,471
+35
+0.6% +$1.81K 0.03% 383
2021
Q2 		$289K Sell
5,436
-954
-15% -$53.3K 0.04% 328
2021
Q1 		$334K Buy
+6,390
New +$298K 0.04% 295
2018
Q4 		– Sell
-37
Closed -$1K – 808
2018
Q3 		$1K Sell
37
-1,039
-97% -$41.2K ﹤0.01% 925
2018
Q2 		$46K Buy
1,076
+389
+57% +$17.9K 0.01% 650
2018
Q1 		$36K Buy
+687
New +$39.5K 0.01% 682

Other funds holding BECN

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Mount Yale Investment Advisors's BECN Position: Q2 2025 in Review

Mount Yale Investment Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 2,576 shares — an estimated $319K sold.

Mount Yale Investment Advisors first reported a position in BECN in Q1 2018 and held it in 9 quarters. The position peaked at $334K in Q1 2021. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • Mount Yale Investment Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,576 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $319K.
  • Mount Yale Investment Advisors first reported a position in Beacon Roofing Supply, Inc. in Q1 2018 and held it in 9 quarters.
  • Mount Yale Investment Advisors's Beacon Roofing Supply, Inc. position peaked at $334K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.