VA
BBT

Verdad Advisers’s Beacon Financial Corp BBT Stock Holding History

Verdad Advisers’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
-24,000
Closed -$601K – 49
2023
Q1 		$601K Buy
+24,000
New +$685K 1.21% 36

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Verdad Advisers's BBT Position: Q2 2023 in Review

Verdad Advisers sold out of Beacon Financial Corp (BBT) in Q2 2023, closing a stake of 24,000 shares — an estimated $601K sold.

Verdad Advisers first reported a position in BBT in Q1 2023 and held it in 1 quarter. The position peaked at $601K in Q1 2023. 171 funds tracked by Wall St. Rank hold BBT as of Q2 2023.

  • Verdad Advisers reported no remaining Beacon Financial Corp position as of Q2 2023 after selling out during the quarter.
  • Verdad Advisers sold 24,000 Beacon Financial Corp shares in Q2 2023, an estimated $601K.
  • Verdad Advisers first reported a position in Beacon Financial Corp in Q1 2023 and held it in 1 quarter.
  • Verdad Advisers's Beacon Financial Corp position peaked at $601K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2023.

Based on Verdad Advisers's 13F filing for Q2 2023, filed 9 Aug 2023.