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Blue Bell Private Wealth Management’s BGSF Inc BGSF Stock Holding History

Blue Bell Private Wealth Management’s Portfolio BGSF Stock Details BGSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$3K – 863
2021
Q4 		$3K Buy
+200
New +$2.71K ﹤0.01% 606

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Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
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AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Blue Bell Private Wealth Management's BGSF Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of BGSF Inc (BGSF) in Q1 2022, closing a stake of 200 shares — an estimated $3K sold.

Blue Bell Private Wealth Management first reported a position in BGSF in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 50 funds tracked by Wall St. Rank hold BGSF as of Q1 2022.

  • Blue Bell Private Wealth Management reported no remaining BGSF Inc position as of Q1 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 200 BGSF Inc shares in Q1 2022, an estimated $3K.
  • Blue Bell Private Wealth Management first reported a position in BGSF Inc in Q4 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's BGSF Inc position peaked at $3K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held BGSF Inc as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.