Wealth Enhancement Advisory Services
BECN

Wealth Enhancement Advisory Services’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q2 		– Sell
-18,076
Closed -$2.24M – 3511
2025
Q1 		$2.24M Buy
+18,076
New +$2.11M ﹤0.01% 1186

Other funds holding BECN

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's BECN Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 18,076 shares — an estimated $2.24M sold.

Wealth Enhancement Advisory Services first reported a position in BECN in Q1 2025 and held it in 1 quarter. The position peaked at $2.24M in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 18,076 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $2.24M.
  • Wealth Enhancement Advisory Services first reported a position in Beacon Roofing Supply, Inc. in Q1 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Beacon Roofing Supply, Inc. position peaked at $2.24M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.