BRWA
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B. Riley Wealth Advisors’s BGC Group BGC Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-10,176
Closed -$73.5K – 1456
2023
Q4 		$73.5K Buy
+10,176
New +$63K ﹤0.01% 1340
2020
Q2 		– Sell
-12,478
Closed -$32K – 868
2020
Q1 		$32K Buy
+12,478
New +$61K ﹤0.01% 767
2018
Q1 		– Sell
-15,656
Closed -$153K – 675
2017
Q4 		$153K Sell
15,656
-1,550
-9% -$15.6K 0.02% 596
2017
Q3 		$161K Buy
17,206
+1,542
+10% +$12.9K 0.03% 508
2017
Q2 		$128K Buy
+15,664
New +$117K 0.02% 497
2016
Q3 		– Sell
-52,218
Closed -$293K – 618
2016
Q2 		$293K Sell
52,218
-1,507
-3% -$8.74K 0.06% 400
2016
Q1 		$313K Buy
53,725
+886
+2% +$5.09K 0.07% 339
2015
Q4 		$334K Buy
52,839
+793
+2% +$4.57K 0.07% 333
2015
Q3 		$276K Buy
52,046
+15,186
+41% +$88.3K 0.07% 378
2015
Q2 		$208K Buy
36,860
+2,092
+6% +$12.7K 0.05% 445
2015
Q1 		$211K Sell
34,768
-13,959
-29% -$79.5K 0.05% 451
2014
Q4 		$1.57M Buy
+48,727
New +$261K 0.03% 616
2014
Q3 		– Sell
-11,415
Closed -$54.6K – 766
2014
Q2 		$54.6K Buy
+11,415
New +$52.5K 0.01% 992

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
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

B. Riley Wealth Advisors's BGC Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of BGC Group (BGC) in Q1 2024, closing a stake of 10,176 shares — an estimated $73.5K sold.

B. Riley Wealth Advisors first reported a position in BGC in Q2 2014 and held it in 13 quarters. The position peaked at $1.57M in Q4 2014. 258 funds tracked by Wall St. Rank hold BGC as of Q1 2024.

  • B. Riley Wealth Advisors reported no remaining BGC Group position as of Q1 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,176 BGC Group shares in Q1 2024, an estimated $73.5K.
  • B. Riley Wealth Advisors first reported a position in BGC Group in Q2 2014 and held it in 13 quarters.
  • B. Riley Wealth Advisors's BGC Group position peaked at $1.57M in Q4 2014.
  • 258 funds tracked by Wall St. Rank held BGC Group as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.