SWA
BBT

Sutton Wealth Advisors’s Beacon Financial Corp BBT Stock Holding History

Sutton Wealth Advisors’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,040
Closed -$61K – 895
2022
Q4 		$61K Hold
2,040
– – 0.02% 335
2022
Q3 		$55.7K Sell
2,040
-104
-5% -$2.9K 0.02% 356
2022
Q2 		$53.1K Sell
2,144
-1
-0% -$26 0.02% 368
2022
Q1 		$62.1K Sell
2,145
-192
-8% -$5.77K 0.02% 347
2021
Q4 		$66.4K Buy
2,337
+14
+0.6% +$388 0.02% 341
2021
Q3 		$62.7K Sell
2,323
-9
-0.4% -$238 0.02% 339
2021
Q2 		$63.9K Sell
2,332
-436
-16% -$11.1K 0.02% 342
2021
Q1 		$61.8K Sell
2,768
-468
-14% -$9.56K 0.02% 341
2020
Q4 		$55.4K Hold
3,236
– – 0.02% 332
2020
Q3 		$32.7K Buy
+3,236
New +$31.8K 0.02% 413
2020
Q1 		– Sell
-543
Closed -$17.9K – 1206
2019
Q4 		$17.9K Buy
543
+169
+45% +$5.3K 0.01% 648
2019
Q3 		$11K Buy
+374
New +$11.4K 0.01% 767
2019
Q1 		– Sell
-669
Closed -$19.4K – 1176
2018
Q4 		$18K Buy
+669
New +$22.5K 0.01% 556

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's BBT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Beacon Financial Corp (BBT) in Q1 2023, closing a stake of 2,040 shares — an estimated $61K sold.

Sutton Wealth Advisors first reported a position in BBT in Q4 2018 and held it in 13 quarters. The position peaked at $66.4K in Q4 2021. 181 funds tracked by Wall St. Rank hold BBT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Beacon Financial Corp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,040 Beacon Financial Corp shares in Q1 2023, an estimated $61K.
  • Sutton Wealth Advisors first reported a position in Beacon Financial Corp in Q4 2018 and held it in 13 quarters.
  • Sutton Wealth Advisors's Beacon Financial Corp position peaked at $66.4K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.