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B. Riley Wealth Advisors’s B&G Foods BGS Stock Holding History

B. Riley 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
2024
Q4 		– Sell
-10,563
Closed -$93.9K – 1151
2024
Q3 		$93.9K Sell
10,563
-1,761
-14% -$14.9K ﹤0.01% 1213
2024
Q2 		$102K Sell
12,324
-3,774
-23% -$37.2K ﹤0.01% 1311
2024
Q1 		$162K Buy
+16,098
New +$169K ﹤0.01% 1305
2023
Q4 		– Sell
-16,098
Closed -$162K – 1403
2023
Q3 		$162K Buy
16,098
+4,152
+35% +$51.5K ﹤0.01% 1305
2023
Q2 		$169K Sell
11,946
-1,426
-11% -$20.5K ﹤0.01% 1382
2023
Q1 		$210K Buy
13,372
+161
+1% +$2.24K 0.01% 1270
2022
Q4 		$150K Buy
13,211
+1,723
+15% +$24K ﹤0.01% 1315
2022
Q3 		$190K Sell
11,488
-68,720
-86% -$1.53M 0.01% 1238
2022
Q2 		$1.91M Sell
80,208
-42,129
-34% -$1.05M 0.08% 254
2022
Q1 		$3.3M Buy
122,337
+7,689
+7% +$231K 0.11% 202
2021
Q4 		$3.52M Buy
114,648
+14,021
+14% +$429K 0.1% 212
2021
Q3 		$3.01M Buy
100,627
+11,549
+13% +$346K 0.1% 248
2021
Q2 		$2.92M Sell
89,078
-3,284
-4% -$101K 0.09% 253
2021
Q1 		$2.87M Buy
+92,362
New +$2.91M 0.1% 226
2018
Q1 		– Sell
-6,701
Closed -$237K – 676
2017
Q4 		$237K Buy
+6,701
New +$229K 0.03% 531
2015
Q1 		– Sell
-6,011
Closed -$180 – 715
2014
Q4 		$180 Buy
+6,011
New +$174K ﹤0.01% 1427
2014
Q3 		– Sell
-16,823
Closed -$258K – 769
2014
Q2 		$258K Buy
16,823
+7,909
+89% +$259K 0.06% 364
2014
Q1 		$268K Buy
8,914
+799
+10% +$25K 0.08% 289
2013
Q4 		$275K Buy
8,115
+161
+2% +$5.52K 0.09% 259
2013
Q3 		$275K Sell
7,954
-935
-11% -$32.5K 0.09% 242
2013
Q2 		$303K Buy
+8,889
New +$272K 0.1% 226

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors's BGS Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of B&G Foods (BGS) in Q4 2024, closing a stake of 10,563 shares — an estimated $93.9K sold.

B. Riley Wealth Advisors first reported a position in BGS in Q2 2013 and held it in 21 quarters. The position peaked at $3.52M in Q4 2021. 230 funds tracked by Wall St. Rank hold BGS as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining B&G Foods position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,563 B&G Foods shares in Q4 2024, an estimated $93.9K.
  • B. Riley Wealth Advisors first reported a position in B&G Foods in Q2 2013 and held it in 21 quarters.
  • B. Riley Wealth Advisors's B&G Foods position peaked at $3.52M in Q4 2021.
  • 230 funds tracked by Wall St. Rank held B&G Foods as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.