9WM
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9258 Wealth Management’s BGC Group BGC Stock Holding History

9258 Wealth Management’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$117K Buy
12,777
+9
+0.1% +$84 0.02% 351
2024
Q2 		$106K Buy
12,768
+9
+0.1% +$74 0.02% 338
2024
Q1 		$99.1K Buy
+12,759
New +$94.6K 0.02% 342
2023
Q4 		– Sell
-12,748
Closed -$67.3K – 313
2023
Q3 		$67.3K Buy
12,748
+8
+0.1% +$40 0.01% 319
2023
Q2 		$56.4K Buy
12,740
+10
+0.1% +$44 0.01% 316
2023
Q1 		$66.6K Sell
12,730
-2,492
-16% -$11.4K 0.01% 318
2022
Q4 		$57.4K Buy
15,222
+9
+0.1% +$36 0.01% 323
2022
Q3 		$48K Sell
15,213
-1,257
-8% -$4.87K 0.01% 317
2022
Q2 		$56K Buy
16,470
+13
+0.1% +$45 0.01% 330
2022
Q1 		$72K Sell
16,457
-1,903
-10% -$8.41K 0.02% 349
2021
Q4 		$85K Buy
18,360
+8
+0% +$40 0.02% 363
2021
Q3 		$96K Sell
18,352
-3,494
-16% -$18.6K 0.03% 343
2021
Q2 		$124K Buy
21,846
+602
+3% +$3.44K 0.03% 343
2021
Q1 		$103K Sell
21,244
-1,992
-9% -$8.48K 0.03% 327
2020
Q4 		$93K Sell
23,236
-1,800
-7% -$6.3K 0.03% 306
2020
Q3 		$74K Buy
25,036
+22
+0.1% +$57 0.03% 292
2020
Q2 		$69K Buy
25,014
+18
+0.1% +$50 0.03% 275
2020
Q1 		$72K Sell
24,996
-4,865
-16% -$23.8K 0.03% 264
2019
Q4 		$177K Buy
29,861
+90
+0.3% +$508 0.06% 291
2019
Q3 		$164K Buy
29,771
+102
+0.3% +$546 0.13% 167
2019
Q2 		$155K Sell
29,669
-4,421
-13% -$22.9K 0.12% 170
2019
Q1 		$84K Buy
34,090
+17,810
+109% +$106K 0.07% 169
2018
Q4 		$84K Buy
+16,280
New +$107K 0.08% 165

Other funds holding BGC

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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's BGC Position: Q3 2024 in Review

9258 Wealth Management increased its BGC Group (BGC) stake by 0.07% in Q3 2024, buying an estimated $84 and bringing the position to 12,777 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #351.

9258 Wealth Management first reported a position in BGC in Q4 2018 and has held it in 23 quarters since. The position peaked at $177K in Q4 2019. 306 funds tracked by Wall St. Rank hold BGC as of Q3 2024.

  • 9258 Wealth Management held 12,777 shares of BGC Group worth $117K as of Q3 2024.
  • 9258 Wealth Management bought 9 BGC Group shares in Q3 2024, an estimated $84.
  • BGC Group made up 0.02% of 9258 Wealth Management's portfolio in Q3 2024, its #351 holding.
  • 9258 Wealth Management first reported a position in BGC Group in Q4 2018 and has held it in 23 quarters since.
  • 9258 Wealth Management's BGC Group position peaked at $177K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held BGC Group as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.