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

Clearview 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
2023
Q3 		– Sell
-74
Closed -$1.03K – 168
2023
Q2 		$1.03K Hold
74
– – ﹤0.01% 602
2023
Q1 		$1.15K Hold
74
– – ﹤0.01% 569
2022
Q4 		$825 Buy
+74
New +$1.03K ﹤0.01% 544

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Clearview Wealth Advisors's BGS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of B&G Foods (BGS) in Q3 2023, closing a stake of 74 shares — an estimated $1.03K sold.

Clearview Wealth Advisors first reported a position in BGS in Q4 2022 and held it in 3 quarters. The position peaked at $1.15K in Q1 2023. 253 funds tracked by Wall St. Rank hold BGS as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining B&G Foods position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 74 B&G Foods shares in Q3 2023, an estimated $1.03K.
  • Clearview Wealth Advisors first reported a position in B&G Foods in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's B&G Foods position peaked at $1.15K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held B&G Foods as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.