WWMSC
BBT

Wagner Wealth Management (South Carolina)’s Beacon Financial Corp BBT Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-100
Closed -$3K – 282
2022
Q3 		$3K Hold
100
– – ﹤0.01% 570
2022
Q2 		$2K Buy
+100
New +$2.59K ﹤0.01% 605
2021
Q3 		– Sell
-100
Closed -$3K – 649
2021
Q2 		$3K Buy
+100
New +$2.54K ﹤0.01% 609

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BBT Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Beacon Financial Corp (BBT) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Wagner Wealth Management (South Carolina) first reported a position in BBT in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 180 funds tracked by Wall St. Rank hold BBT as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Beacon Financial Corp position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 100 Beacon Financial Corp shares in Q4 2022, an estimated $3K.
  • Wagner Wealth Management (South Carolina) first reported a position in Beacon Financial Corp in Q2 2021 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s Beacon Financial Corp position peaked at $3K in Q3 2022.
  • 180 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.