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Paces Ferry Wealth Advisors’s Beacon Financial Corp BBT Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-31
Closed – – 230
2020
Q3 		$0 Buy
+31
New +$305 ﹤0.01% 1104

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State Street
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ACB
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Invesco
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Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paces Ferry Wealth Advisors's BBT Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Beacon Financial Corp (BBT) in Q4 2020, closing a stake of 31 shares.

Paces Ferry Wealth Advisors first reported a position in BBT in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 177 funds tracked by Wall St. Rank hold BBT as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Beacon Financial Corp position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 31 Beacon Financial Corp shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Beacon Financial Corp in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Beacon Financial Corp position peaked at $0 in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.