Spire Wealth Management
BECN icon

Spire Wealth Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Spire Wealth 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
2023
Q1 		– Sell
-386
Closed -$20K – 2615
2022
Q4 		$20K Buy
386
+186
+93% +$10.5K ﹤0.01% 1378
2022
Q3 		$11K Hold
200
– – ﹤0.01% 1551
2022
Q2 		$10K Buy
+200
New +$11.7K ﹤0.01% 1936

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Fidelity Investments
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Spire Wealth Management's BECN Position: Q1 2023 in Review

Spire Wealth Management sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2023, closing a stake of 386 shares — an estimated $20K sold.

Spire Wealth Management first reported a position in BECN in Q2 2022 and held it in 3 quarters. The position peaked at $20K in Q4 2022. 231 funds tracked by Wall St. Rank hold BECN as of Q1 2023.

  • Spire Wealth Management reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 386 Beacon Roofing Supply, Inc. shares in Q1 2023, an estimated $20K.
  • Spire Wealth Management first reported a position in Beacon Roofing Supply, Inc. in Q2 2022 and held it in 3 quarters.
  • Spire Wealth Management's Beacon Roofing Supply, Inc. position peaked at $20K in Q4 2022.
  • 231 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.