Whipplewood Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Whipplewood Advisors’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	-6	Closed	-$4.45K	–	1276
2025 Q1	$4.45K	Sell	6 -30	-83%	-$3.49K	﹤0.01%	725
2024 Q4	$3.66K	Buy	+36	New	+$3.63K	﹤0.01%	759

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Whipplewood Advisors's BECN Position: Q2 2025 in Review

Whipplewood Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 6 shares — an estimated $4.45K sold.

Whipplewood Advisors first reported a position in BECN in Q4 2024 and held it in 2 quarters. The position peaked at $4.45K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Whipplewood Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Whipplewood Advisors sold 6 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $4.45K.
Whipplewood Advisors first reported a position in Beacon Roofing Supply, Inc. in Q4 2024 and held it in 2 quarters.
Whipplewood Advisors's Beacon Roofing Supply, Inc. position peaked at $4.45K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.