PVH
BBT

Psagot Value Holdings’s Beacon Financial Corp BBT Stock Holding History

Psagot Value Holdings’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
Q4 		– Sell
-243
Closed -$5K – 528
2023
Q3 		$5K Sell
243
-119
-33% -$2.55K ﹤0.01% 378
2023
Q2 		$8K Buy
+362
New +$7.82K ﹤0.01% 330

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Psagot Value Holdings's BBT Position: Q4 2023 in Review

Psagot Value Holdings sold out of Beacon Financial Corp (BBT) in Q4 2023, closing a stake of 243 shares — an estimated $5K sold.

Psagot Value Holdings first reported a position in BBT in Q2 2023 and held it in 2 quarters. The position peaked at $8K in Q2 2023. 173 funds tracked by Wall St. Rank hold BBT as of Q4 2023.

  • Psagot Value Holdings reported no remaining Beacon Financial Corp position as of Q4 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 243 Beacon Financial Corp shares in Q4 2023, an estimated $5K.
  • Psagot Value Holdings first reported a position in Beacon Financial Corp in Q2 2023 and held it in 2 quarters.
  • Psagot Value Holdings's Beacon Financial Corp position peaked at $8K in Q2 2023.
  • 173 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.