WCM
BBT

Wealthcare Capital Management’s Beacon Financial Corp BBT Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-51
Closed -$1K – 144
2021
Q1 		$1K Buy
+51
New +$1.04K ﹤0.01% 654

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
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Wealthcare Capital Management's BBT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Beacon Financial Corp (BBT) in Q2 2021, closing a stake of 51 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in BBT in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 165 funds tracked by Wall St. Rank hold BBT as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Beacon Financial Corp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 51 Beacon Financial Corp shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Beacon Financial Corp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Beacon Financial Corp position peaked at $1K in Q1 2021.
  • 165 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.