SFA
BECN

Sequoia Financial Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Sequoia Financial Advisors’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
2024
Q1 		– Sell
-2,911
Closed -$253K – 1306
2023
Q4 		$253K Buy
+2,911
New +$228K ﹤0.01% 1000
2014
Q3 		– Sell
-6,878
Closed -$228K – 185
2014
Q2 		$228K Buy
6,878
+315
+5% +$11.1K 0.17% 139
2014
Q1 		$254K Buy
6,563
+757
+13% +$29.3K 0.21% 120
2013
Q4 		$234K Buy
+5,806
New +$211K 0.19% 120

Other funds holding BECN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sequoia Financial Advisors's BECN Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2024, closing a stake of 2,911 shares — an estimated $253K sold.

Sequoia Financial Advisors first reported a position in BECN in Q4 2013 and held it in 4 quarters. The position peaked at $254K in Q1 2014. 312 funds tracked by Wall St. Rank hold BECN as of Q1 2024.

  • Sequoia Financial Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,911 Beacon Roofing Supply, Inc. shares in Q1 2024, an estimated $253K.
  • Sequoia Financial Advisors first reported a position in Beacon Roofing Supply, Inc. in Q4 2013 and held it in 4 quarters.
  • Sequoia Financial Advisors's Beacon Roofing Supply, Inc. position peaked at $254K in Q1 2014.
  • 312 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.