VFA
BECN

Valeo Financial Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-175
Closed -$5K – 1905
2020
Q3 		$5K Buy
+175
New +$5.28K ﹤0.01% 1270
2019
Q1 		– Sell
-16
Closed -$1K – 1702
2018
Q4 		$1K Sell
16
-53
-77% -$1.64K ﹤0.01% 1431
2018
Q3 		$2K Buy
69
+48
+229% +$1.9K ﹤0.01% 1531
2018
Q2 		$1K Hold
21
– – ﹤0.01% 1534
2018
Q1 		$1K Hold
21
– – ﹤0.01% 1484
2017
Q4 		$1K Hold
21
– – ﹤0.01% 1334
2017
Q3 		$1K Buy
+21
New +$978 ﹤0.01% 1141

Other funds holding BECN

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return