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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return