TWP
BBT

TFO Wealth Partners’s Beacon Financial Corp BBT Stock Holding History

TFO Wealth Partners’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
-928
Closed -$287K – 833
2022
Q4 		$287K Buy
+928
New +$27.3K 0.07% 33

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

TFO Wealth Partners's BBT Position: Q1 2023 in Review

TFO Wealth Partners sold out of Beacon Financial Corp (BBT) in Q1 2023, closing a stake of 928 shares — an estimated $287K sold.

TFO Wealth Partners first reported a position in BBT in Q4 2022 and held it in 1 quarter. The position peaked at $287K in Q4 2022. 181 funds tracked by Wall St. Rank hold BBT as of Q1 2023.

  • TFO Wealth Partners reported no remaining Beacon Financial Corp position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 928 Beacon Financial Corp shares in Q1 2023, an estimated $287K.
  • TFO Wealth Partners first reported a position in Beacon Financial Corp in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Beacon Financial Corp position peaked at $287K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.