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Capital Performance Advisors’s BGC Group BGC Stock Holding History

Capital Performance 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
Q4 		– Sell
-59
Closed -$542 – 469
2024
Q3 		$542 Buy
+59
New +$551 ﹤0.01% 2209

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 $3.38T AUM 44.17% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Performance Advisors's BGC Position: Q4 2024 in Review

Capital Performance Advisors sold out of BGC Group (BGC) in Q4 2024, closing a stake of 59 shares — an estimated $542 sold.

Capital Performance Advisors first reported a position in BGC in Q3 2024 and held it in 1 quarter. The position peaked at $542 in Q3 2024. 317 funds tracked by Wall St. Rank hold BGC as of Q4 2024.

  • Capital Performance Advisors reported no remaining BGC Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 59 BGC Group shares in Q4 2024, an estimated $542.
  • Capital Performance Advisors first reported a position in BGC Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's BGC Group position peaked at $542 in Q3 2024.
  • 317 funds tracked by Wall St. Rank held BGC Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.