APWM
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Atlas Private Wealth Management’s BGC Group BGC Stock Holding History

Atlas Private Wealth 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
2021
Q2 		– Sell
-3,940
Closed -$19K – 140
2021
Q1 		$19K Buy
+3,940
New +$16.8K 0.01% 258
2020
Q3 		– Sell
-5,496
Closed -$15K – 396
2020
Q2 		$15K Buy
5,496
+14
+0.3% +$39 0.01% 293
2020
Q1 		$14K Buy
5,482
+129
+2% +$631 0.01% 279
2019
Q4 		$32K Buy
+5,353
New +$30.2K 0.02% 234

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Arctis Global San Juan, Puerto Rico $14.5M AUM 58.16% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Atlas Private Wealth Management's BGC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of BGC Group (BGC) in Q2 2021, closing a stake of 3,940 shares — an estimated $19K sold.

Atlas Private Wealth Management first reported a position in BGC in Q4 2019 and held it in 4 quarters. The position peaked at $32K in Q4 2019. 213 funds tracked by Wall St. Rank hold BGC as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining BGC Group position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 3,940 BGC Group shares in Q2 2021, an estimated $19K.
  • Atlas Private Wealth Management first reported a position in BGC Group in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's BGC Group position peaked at $32K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held BGC Group as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.