NYLIM
BBT

New York Life Investment Management’s Beacon Financial Corp BBT Stock Holding History

New York Life Investment Management’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
2023
Q1 		– Sell
-19,581
Closed -$585K – 1220
2022
Q4 		$585K Buy
19,581
+2,205
+13% +$64.8K 0.01% 784
2022
Q3 		$474K Buy
17,376
+1,279
+8% +$35.7K 0.01% 787
2022
Q2 		$399K Buy
+16,097
New +$417K ﹤0.01% 970

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York Life Investment Management's BBT Position: Q1 2023 in Review

New York Life Investment Management sold out of Beacon Financial Corp (BBT) in Q1 2023, closing a stake of 19,581 shares — an estimated $585K sold.

New York Life Investment Management first reported a position in BBT in Q2 2022 and held it in 3 quarters. The position peaked at $585K in Q4 2022. 181 funds tracked by Wall St. Rank hold BBT as of Q1 2023.

  • New York Life Investment Management reported no remaining Beacon Financial Corp position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 19,581 Beacon Financial Corp shares in Q1 2023, an estimated $585K.
  • New York Life Investment Management first reported a position in Beacon Financial Corp in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Beacon Financial Corp position peaked at $585K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.