PWPS
BECN

Pinnacle Wealth Planning Services’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Pinnacle Wealth Planning Services’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
2024
Q4 		– Sell
-2,351
Closed -$203K – 574
2024
Q3 		$203K Sell
2,351
-1,141
-33% -$102K 0.03% 459
2024
Q2 		$316K Hold
3,492
– – 0.05% 278
2024
Q1 		$342K Buy
3,492
+42
+1% +$3.65K 0.05% 267
2023
Q4 		$300K Sell
3,450
-11
-0.3% -$862 0.05% 272
2023
Q3 		$267K Sell
3,461
-35
-1% -$2.83K 0.04% 281
2023
Q2 		$290K Buy
3,496
+3
+0.1% +$198 0.05% 270
2023
Q1 		$206K Buy
+3,493
New +$204K 0.03% 395
2021
Q1 		– Sell
-1,803
Closed -$72K – 2037
2020
Q4 		$72K Buy
+1,803
New +$65.9K 0.02% 627

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Boston Partners
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American Century Companies
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FCM
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T. Rowe Price Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return