AWM
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Accel Wealth Management’s B&G Foods BGS Stock Holding History

Accel Wealth Management’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-767
Closed -$11.9K – 235
2023
Q1 		$11.9K Sell
767
-1,524
-67% -$21.2K ﹤0.01% 842
2022
Q4 		$25.5K Buy
2,291
+1,543
+206% +$21.5K 0.01% 495
2022
Q3 		$12K Buy
748
+9
+1% +$200 0.01% 689
2022
Q2 		$17K Buy
739
+7
+1% +$174 0.01% 589
2022
Q1 		$20K Buy
732
+7
+1% +$211 0.01% 558
2021
Q4 		$22K Buy
725
+6
+0.8% +$184 0.01% 547
2021
Q3 		$21K Buy
719
+7
+1% +$210 0.01% 489
2021
Q2 		$23K Hold
712
– – 0.02% 504
2021
Q1 		$22K Buy
712
+412
+137% +$13K 0.02% 477
2020
Q4 		$8K Buy
+300
New +$8.46K 0.01% 645

Other funds holding BGS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accel Wealth Management's BGS Position: Q2 2023 in Review

Accel Wealth Management sold out of B&G Foods (BGS) in Q2 2023, closing a stake of 767 shares — an estimated $11.9K sold.

Accel Wealth Management first reported a position in BGS in Q4 2020 and held it in 10 quarters. The position peaked at $25.5K in Q4 2022. 234 funds tracked by Wall St. Rank hold BGS as of Q2 2023.

  • Accel Wealth Management reported no remaining B&G Foods position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 767 B&G Foods shares in Q2 2023, an estimated $11.9K.
  • Accel Wealth Management first reported a position in B&G Foods in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's B&G Foods position peaked at $25.5K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held B&G Foods as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.