Robeco Institutional Asset Management
BBT

Robeco Institutional Asset Management’s Beacon Financial Corp BBT Stock Holding History

Robeco Institutional Asset Management’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
Q2 		– Sell
-6,835
Closed -$171K – 1047
2023
Q1 		$171K Buy
+6,835
New +$195K ﹤0.01% 951
2022
Q4 		– Sell
-154
Closed -$4K – 952
2022
Q3 		$4K Sell
154
-91
-37% -$2.54K ﹤0.01% 933
2022
Q2 		$6K Buy
+245
New +$6.35K ﹤0.01% 919

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robeco Institutional Asset Management's BBT Position: Q2 2023 in Review

Robeco Institutional Asset Management sold out of Beacon Financial Corp (BBT) in Q2 2023, closing a stake of 6,835 shares — an estimated $171K sold.

Robeco Institutional Asset Management first reported a position in BBT in Q2 2022 and held it in 3 quarters. The position peaked at $171K in Q1 2023. 171 funds tracked by Wall St. Rank hold BBT as of Q2 2023.

  • Robeco Institutional Asset Management reported no remaining Beacon Financial Corp position as of Q2 2023 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 6,835 Beacon Financial Corp shares in Q2 2023, an estimated $171K.
  • Robeco Institutional Asset Management first reported a position in Beacon Financial Corp in Q2 2022 and held it in 3 quarters.
  • Robeco Institutional Asset Management's Beacon Financial Corp position peaked at $171K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2023.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.