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Atlas Private Wealth Advisors’s B&G Foods BGS Stock Holding History

Atlas Private Wealth Advisors’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
2021
Q4 		– Sell
-102
Closed -$3K – 207
2021
Q3 		$3K Buy
102
+2
+2% +$60 ﹤0.01% 618
2021
Q2 		$3K Buy
+100
New +$3.08K ﹤0.01% 622

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IM
Islet Management New York $49.1M AUM 17.59% 1-Year Est. Return

Atlas Private Wealth Advisors's BGS Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of B&G Foods (BGS) in Q4 2021, closing a stake of 102 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in BGS in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 310 funds tracked by Wall St. Rank hold BGS as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining B&G Foods position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 102 B&G Foods shares in Q4 2021, an estimated $3K.
  • Atlas Private Wealth Advisors first reported a position in B&G Foods in Q2 2021 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's B&G Foods position peaked at $3K in Q3 2021.
  • 310 funds tracked by Wall St. Rank held B&G Foods as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.