SWM
BECN

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

Other funds holding BECN

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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.