WAM
BBT

Wealthspire Advisors (Maryland)’s Beacon Financial Corp BBT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-121
Closed -$3K – 639
2019
Q1 		$3K Buy
121
+102
+537% +$2.95K ﹤0.01% 1977
2018
Q4 		$1K Buy
+19
New +$638 ﹤0.01% 2228

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BBT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Beacon Financial Corp (BBT) in Q2 2019, closing a stake of 121 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in BBT in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 174 funds tracked by Wall St. Rank hold BBT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Beacon Financial Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 121 Beacon Financial Corp shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Beacon Financial Corp in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Beacon Financial Corp position peaked at $3K in Q1 2019.
  • 174 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.