Smartleaf Asset Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Smartleaf Asset Management’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
2025 Q2	–	Sell	-19	Closed	-$2.35K	–	3003
2025 Q1	$2.35K	Sell	19 -51	-73%	-$5.94K	﹤0.01%	2430
2024 Q4	$6.97K	Buy	70 +38	+119%	+$3.83K	﹤0.01%	2137
2024 Q3	$2.81K	Buy	32 +14	+78%	+$1.25K	﹤0.01%	2367
2024 Q2	$1.64K	Sell	18 -1,931	-99%	-$186K	﹤0.01%	2295
2024 Q1	$185K	Buy	+1,949	New	+$169K	0.04%	381

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Smartleaf Asset Management's BECN Position: Q2 2025 in Review

Smartleaf Asset Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 19 shares — an estimated $2.35K sold.

Smartleaf Asset Management first reported a position in BECN in Q1 2024 and held it in 5 quarters. The position peaked at $185K in Q1 2024. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Smartleaf Asset Management reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Smartleaf Asset Management sold 19 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $2.35K.
Smartleaf Asset Management first reported a position in Beacon Roofing Supply, Inc. in Q1 2024 and held it in 5 quarters.
Smartleaf Asset Management's Beacon Roofing Supply, Inc. position peaked at $185K in Q1 2024.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.