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

Avior 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
2025
Q1 		– Sell
-1,300
Closed -$8.96K – 901
2024
Q4 		$8.96K Buy
+1,300
New +$9.78K ﹤0.01% 1662
2024
Q2 		– Sell
-49
Closed -$560 – 2432
2024
Q1 		$560 Buy
+49
New +$513 ﹤0.01% 2542
2018
Q4 		– Sell
-34
Closed -$1K – 707
2018
Q3 		$1K Hold
34
– – ﹤0.01% 699
2018
Q2 		$1K Hold
34
– – ﹤0.01% 739
2018
Q1 		$1K Sell
34
-55
-62% -$1.68K ﹤0.01% 712
2017
Q4 		$3K Buy
89
+34
+62% +$1.16K ﹤0.01% 673
2017
Q3 		$2K Buy
+55
New +$1.81K ﹤0.01% 452
2017
Q1 		– Sell
-56
Closed -$2K – 487
2016
Q4 		$2K Buy
+56
New +$2.49K ﹤0.01% 446

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's BGS Position: Q1 2025 in Review

Avior Wealth Management sold out of B&G Foods (BGS) in Q1 2025, closing a stake of 1,300 shares — an estimated $8.96K sold.

Avior Wealth Management first reported a position in BGS in Q4 2016 and held it in 8 quarters. The position peaked at $8.96K in Q4 2024. 253 funds tracked by Wall St. Rank hold BGS as of Q1 2025.

  • Avior Wealth Management reported no remaining B&G Foods position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,300 B&G Foods shares in Q1 2025, an estimated $8.96K.
  • Avior Wealth Management first reported a position in B&G Foods in Q4 2016 and held it in 8 quarters.
  • Avior Wealth Management's B&G Foods position peaked at $8.96K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held B&G Foods as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.