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Newbridge Financial Services Group’s Beacon Financial Corp BBT Stock Holding History

Newbridge Financial Services Group’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
Q2 		– Sell
-250
Closed -$6.26K – 1354
2023
Q1 		$6.26K Buy
+250
New +$7.14K ﹤0.01% 1012

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 $3.38T AUM 44.17% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's BBT Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Beacon Financial Corp (BBT) in Q2 2023, closing a stake of 250 shares — an estimated $6.26K sold.

Newbridge Financial Services Group first reported a position in BBT in Q1 2023 and held it in 1 quarter. The position peaked at $6.26K in Q1 2023. 171 funds tracked by Wall St. Rank hold BBT as of Q2 2023.

  • Newbridge Financial Services Group reported no remaining Beacon Financial Corp position as of Q2 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 250 Beacon Financial Corp shares in Q2 2023, an estimated $6.26K.
  • Newbridge Financial Services Group first reported a position in Beacon Financial Corp in Q1 2023 and held it in 1 quarter.
  • Newbridge Financial Services Group's Beacon Financial Corp position peaked at $6.26K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.