SSWG
BECN

Seven Springs Wealth Group’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Seven Springs Wealth Group’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
2020
Q1 		– Sell
-3,692
Closed -$118K – 208
2019
Q4 		$118K Buy
+3,692
New +$117K 0.08% 68

Other funds holding BECN

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Seven Springs Wealth Group's BECN Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2020, closing a stake of 3,692 shares — an estimated $118K sold.

Seven Springs Wealth Group first reported a position in BECN in Q4 2019 and held it in 1 quarter. The position peaked at $118K in Q4 2019. 150 funds tracked by Wall St. Rank hold BECN as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 3,692 Beacon Roofing Supply, Inc. shares in Q1 2020, an estimated $118K.
  • Seven Springs Wealth Group first reported a position in Beacon Roofing Supply, Inc. in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's Beacon Roofing Supply, Inc. position peaked at $118K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.