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Avior Wealth Management’s BGC Group BGC Stock Holding History

Avior 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
2024
Q3 		– Sell
-45
Closed -$373 – 2318
2024
Q2 		$373 Sell
45
-17
-27% -$140 ﹤0.01% 2147
2024
Q1 		$481 Buy
+62
New +$460 ﹤0.01% 2578
2018
Q4 		– Sell
-27,073
Closed -$178K – 706
2018
Q3 		$206K Buy
+27,073
New +$200K 0.04% 331

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 $3.37T AUM 44.26% 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

Avior Wealth Management's BGC Position: Q3 2024 in Review

Avior Wealth Management sold out of BGC Group (BGC) in Q3 2024, closing a stake of 45 shares — an estimated $373 sold.

Avior Wealth Management first reported a position in BGC in Q3 2018 and held it in 3 quarters. The position peaked at $206K in Q3 2018. 306 funds tracked by Wall St. Rank hold BGC as of Q3 2024.

  • Avior Wealth Management reported no remaining BGC Group position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 45 BGC Group shares in Q3 2024, an estimated $373.
  • Avior Wealth Management first reported a position in BGC Group in Q3 2018 and held it in 3 quarters.
  • Avior Wealth Management's BGC Group position peaked at $206K in Q3 2018.
  • 306 funds tracked by Wall St. Rank held BGC Group as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.