TWP
BECN

TFO Wealth Partners’s Beacon Roofing Supply, Inc. BECN Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$294 – 782
2024
Q1 		$294 Hold
3
– – ﹤0.01% 404
2023
Q4 		$261 Hold
3
– – ﹤0.01% 564
2023
Q3 		$249 Hold
3
– – ﹤0.01% 724
2023
Q2 		$249 Hold
3
– – ﹤0.01% 451
2023
Q1 		$177 Buy
3
+1
+50% +$59 ﹤0.01% 503
2022
Q4 		$84 Buy
+2
New +$113 ﹤0.01% 805

Other funds holding BECN

Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's BECN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2024, closing a stake of 3 shares — an estimated $294 sold.

TFO Wealth Partners first reported a position in BECN in Q4 2022 and held it in 6 quarters. The position peaked at $294 in Q1 2024. 311 funds tracked by Wall St. Rank hold BECN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Beacon Roofing Supply, Inc. shares in Q2 2024, an estimated $294.
  • TFO Wealth Partners first reported a position in Beacon Roofing Supply, Inc. in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Beacon Roofing Supply, Inc. position peaked at $294 in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.