Ashton Thomas Private Wealth
BGH icon

Ashton Thomas Private Wealth’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Ashton Thomas Private Wealth’s Portfolio BGH Stock Details BGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,744
Closed -$97.4K – 744
2024
Q2 		$97.4K Buy
+6,744
New +$95.9K 0.01% 759

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Morgan Stanley
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Guggenheim Capital
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Cohen & Steers
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ashton Thomas Private Wealth's BGH Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Barings Global Short Duration High Yield Fund (BGH) in Q3 2024, closing a stake of 6,744 shares — an estimated $97.4K sold.

Ashton Thomas Private Wealth first reported a position in BGH in Q2 2024 and held it in 1 quarter. The position peaked at $97.4K in Q2 2024. 47 funds tracked by Wall St. Rank hold BGH as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Barings Global Short Duration High Yield Fund position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 6,744 Barings Global Short Duration High Yield Fund shares in Q3 2024, an estimated $97.4K.
  • Ashton Thomas Private Wealth first reported a position in Barings Global Short Duration High Yield Fund in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Barings Global Short Duration High Yield Fund position peaked at $97.4K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.