AIM
BGC icon

Access Investment Management’s BGC Group BGC Stock Holding History

Access Investment 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 		– Sell
-66,380
Closed -$551K – 106
2024
Q2 		$551K Sell
66,380
-20,000
-23% -$165K 0.18% 67
2024
Q1 		$671K Sell
86,380
-20,000
-19% -$148K 0.22% 63
2023
Q4 		$768K Buy
+106,380
New +$659K 0.29% 51

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Access Investment Management's BGC Position: Q3 2024 in Review

Access Investment Management sold out of BGC Group (BGC) in Q3 2024, closing a stake of 66,380 shares — an estimated $551K sold.

Access Investment Management first reported a position in BGC in Q4 2023 and held it in 3 quarters. The position peaked at $768K in Q4 2023. 306 funds tracked by Wall St. Rank hold BGC as of Q3 2024.

  • Access Investment Management reported no remaining BGC Group position as of Q3 2024 after selling out during the quarter.
  • Access Investment Management sold 66,380 BGC Group shares in Q3 2024, an estimated $551K.
  • Access Investment Management first reported a position in BGC Group in Q4 2023 and held it in 3 quarters.
  • Access Investment Management's BGC Group position peaked at $768K in Q4 2023.
  • 306 funds tracked by Wall St. Rank held BGC Group as of Q3 2024.

Based on Access Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.