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

Align 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
2022
Q4 		$16.5K Buy
+1,000
New +$13.9K 0.01% 115

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Align Wealth Management's BGS Position: Q4 2022 in Review

Align Wealth Management opened a new position in B&G Foods (BGS) in Q4 2022: 1,000 shares worth $16.5K. The stake represents 0.01% of the portfolio and ranks #115 among its holdings.

268 funds tracked by Wall St. Rank hold BGS as of Q4 2022.

  • Align Wealth Management held 1,000 shares of B&G Foods worth $16.5K as of Q4 2022.
  • B&G Foods was a new Align Wealth Management position in Q4 2022.
  • B&G Foods made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #115 holding.
  • 268 funds tracked by Wall St. Rank held B&G Foods as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.