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Cornerstone Wealth Group’s BGSF Inc BGSF Stock Holding History

Cornerstone Wealth Group’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
2024
Q4 		– Sell
-15,552
Closed -$131K – 275
2024
Q3 		$131K Buy
+15,552
New +$125K 0.01% 262

Other funds holding BGSF

TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cornerstone Wealth Group's BGSF Position: Q4 2024 in Review

Cornerstone Wealth Group sold out of BGSF Inc (BGSF) in Q4 2024, closing a stake of 15,552 shares — an estimated $131K sold.

Cornerstone Wealth Group first reported a position in BGSF in Q3 2024 and held it in 1 quarter. The position peaked at $131K in Q3 2024. 40 funds tracked by Wall St. Rank hold BGSF as of Q4 2024.

  • Cornerstone Wealth Group reported no remaining BGSF Inc position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Group sold 15,552 BGSF Inc shares in Q4 2024, an estimated $131K.
  • Cornerstone Wealth Group first reported a position in BGSF Inc in Q3 2024 and held it in 1 quarter.
  • Cornerstone Wealth Group's BGSF Inc position peaked at $131K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held BGSF Inc as of Q4 2024.

Based on Cornerstone Wealth Group's 13F filing for Q4 2024, filed 22 Jan 2025.