RIA
BBT

Realta Investment Advisors’s Beacon Financial Corp BBT Stock Holding History

Realta Investment 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
-562
Closed -$18K – 407
2019
Q4 		$18K Buy
562
+4
+0.7% +$125 ﹤0.01% 958
2019
Q3 		$16K Buy
558
+4
+0.7% +$122 ﹤0.01% 977
2019
Q2 		$17K Buy
554
+4
+0.7% +$119 ﹤0.01% 984
2019
Q1 		$15K Buy
+550
New +$15.9K 0.01% 821

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

Realta Investment Advisors's BBT Position: Q1 2020 in Review

Realta Investment Advisors sold out of Beacon Financial Corp (BBT) in Q1 2020, closing a stake of 562 shares — an estimated $18K sold.

Realta Investment Advisors first reported a position in BBT in Q1 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 168 funds tracked by Wall St. Rank hold BBT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Beacon Financial Corp position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 562 Beacon Financial Corp shares in Q1 2020, an estimated $18K.
  • Realta Investment Advisors first reported a position in Beacon Financial Corp in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Beacon Financial Corp position peaked at $18K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.