PWMG
BECN

Private Wealth Management Group’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Private Wealth Management Group’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
-17
Closed -$2.1K – 1620
2025
Q1 		$2.1K Sell
17
-16
-48% -$1.86K ﹤0.01% 1036
2024
Q4 		$3.35K Hold
33
– – ﹤0.01% 903
2024
Q3 		$2.85K Sell
33
-22
-40% -$1.96K ﹤0.01% 945
2024
Q2 		$4.98K Buy
55
+39
+244% +$3.76K ﹤0.01% 705
2024
Q1 		$1.57K Hold
16
– – ﹤0.01% 1084
2023
Q4 		$1.39K Buy
+16
New +$1.25K ﹤0.01% 1140

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

Private Wealth Management Group's BECN Position: Q2 2025 in Review

Private Wealth Management Group sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 17 shares — an estimated $2.1K sold.

Private Wealth Management Group first reported a position in BECN in Q4 2023 and held it in 6 quarters. The position peaked at $4.98K in Q2 2024. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • Private Wealth Management Group reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 17 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $2.1K.
  • Private Wealth Management Group first reported a position in Beacon Roofing Supply, Inc. in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's Beacon Roofing Supply, Inc. position peaked at $4.98K in Q2 2024.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.