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

TCI 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 Q2	–	Sell	-285	Closed	-$7.14K	–	444
2023 Q1	$7.14K	Hold	285	–	–	﹤0.01%	1292
2022 Q4	$8.52K	Hold	285	–	–	﹤0.01%	1178
2022 Q3	$8K	Hold	285	–	–	﹤0.01%	1126
2022 Q2	$7K	Sell	285 -163	-36%	-$4.23K	﹤0.01%	1212
2022 Q1	$13K	Hold	448	–	–	﹤0.01%	915
2021 Q4	$13K	Buy	448 +163	+57%	+$4.52K	﹤0.01%	958
2021 Q3	$8K	Hold	285	–	–	﹤0.01%	1228
2021 Q2	$8K	Hold	285	–	–	﹤0.01%	1089
2021 Q1	$6K	Hold	285	–	–	﹤0.01%	1120
2020 Q4	$5K	Hold	285	–	–	﹤0.01%	850
2020 Q3	$3K	Buy	+285	New	+$2.8K	﹤0.01%	919
2020 Q1	–	Sell	-80	Closed	-$3K	–	1485
2019 Q4	$3K	Hold	80	–	–	﹤0.01%	996
2019 Q3	$2K	Buy	80 +42	+111%	+$1.28K	﹤0.01%	1037
2019 Q2	$1K	Hold	38	–	–	﹤0.01%	1145
2019 Q1	$1K	Hold	38	–	–	﹤0.01%	1157
2018 Q4	$1K	Buy	+38	New	+$1.28K	﹤0.01%	1150

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's BBT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Beacon Financial Corp (BBT) in Q2 2023, closing a stake of 285 shares — an estimated $7.14K sold.

TCI Wealth Advisors first reported a position in BBT in Q4 2018 and held it in 16 quarters. The position peaked at $13K in Q1 2022. 171 funds tracked by Wall St. Rank hold BBT as of Q2 2023.

TCI Wealth Advisors reported no remaining Beacon Financial Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 285 Beacon Financial Corp shares in Q2 2023, an estimated $7.14K.
TCI Wealth Advisors first reported a position in Beacon Financial Corp in Q4 2018 and held it in 16 quarters.
TCI Wealth Advisors's Beacon Financial Corp position peaked at $13K in Q1 2022.
171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.