RJFSA
BBT

Raymond James Financial Services Advisors’s Beacon Financial Corp BBT Stock Holding History

Raymond James Financial Services 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
Q1 		– Sell
-11,381
Closed -$374K – 2445
2019
Q4 		$374K Buy
+11,381
New +$357K ﹤0.01% 2168

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Raymond James Financial Services Advisors's BBT Position: Q1 2020 in Review

Raymond James Financial Services Advisors sold out of Beacon Financial Corp (BBT) in Q1 2020, closing a stake of 11,381 shares — an estimated $374K sold.

Raymond James Financial Services Advisors first reported a position in BBT in Q4 2019 and held it in 1 quarter. The position peaked at $374K in Q4 2019. 168 funds tracked by Wall St. Rank hold BBT as of Q1 2020.

  • Raymond James Financial Services Advisors reported no remaining Beacon Financial Corp position as of Q1 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 11,381 Beacon Financial Corp shares in Q1 2020, an estimated $374K.
  • Raymond James Financial Services Advisors first reported a position in Beacon Financial Corp in Q4 2019 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Beacon Financial Corp position peaked at $374K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.