TFO
BBT

Tarbox Family Office’s Beacon Financial Corp BBT Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-122
Closed -$4K – 218
2022
Q1 		$4K Hold
122
– – ﹤0.01% 570
2021
Q4 		$3K Hold
122
– – ﹤0.01% 747
2021
Q3 		$3K Hold
122
– – ﹤0.01% 763
2021
Q2 		$3K Hold
122
– – ﹤0.01% 777
2021
Q1 		$3K Hold
122
– – ﹤0.01% 717
2020
Q4 		$2K Hold
122
– – ﹤0.01% 787
2020
Q3 		$1K Buy
+122
New +$1.2K ﹤0.01% 921
2019
Q4 		– Sell
-170
Closed -$5K – 1119
2019
Q3 		$5K Hold
170
– – ﹤0.01% 450
2019
Q2 		$5K Buy
+170
New +$5.08K ﹤0.01% 436

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Tarbox Family Office's BBT Position: Q2 2022 in Review

Tarbox Family Office sold out of Beacon Financial Corp (BBT) in Q2 2022, closing a stake of 122 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in BBT in Q2 2019 and held it in 9 quarters. The position peaked at $5K in Q3 2019. 175 funds tracked by Wall St. Rank hold BBT as of Q2 2022.

  • Tarbox Family Office reported no remaining Beacon Financial Corp position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 122 Beacon Financial Corp shares in Q2 2022, an estimated $4K.
  • Tarbox Family Office first reported a position in Beacon Financial Corp in Q2 2019 and held it in 9 quarters.
  • Tarbox Family Office's Beacon Financial Corp position peaked at $5K in Q3 2019.
  • 175 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.