Creative Planning
BGSF icon

Creative Planning’s BGSF Inc BGSF Stock Holding History

Creative Planning’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
2023
Q4 		– Sell
-201
Closed -$1.93K – 2785
2023
Q3 		$1.93K Buy
+201
New +$1.98K ﹤0.01% 2806
2019
Q1 		– Sell
-27,080
Closed -$559K – 1989
2018
Q4 		$559K Hold
27,080
– – ﹤0.01% 907
2018
Q3 		$737K Buy
+27,080
New +$706K ﹤0.01% 888

Other funds holding BGSF

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Creative Planning's BGSF Position: Q4 2023 in Review

Creative Planning sold out of BGSF Inc (BGSF) in Q4 2023, closing a stake of 201 shares — an estimated $1.93K sold.

Creative Planning first reported a position in BGSF in Q3 2018 and held it in 3 quarters. The position peaked at $737K in Q3 2018. 44 funds tracked by Wall St. Rank hold BGSF as of Q4 2023.

  • Creative Planning reported no remaining BGSF Inc position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 201 BGSF Inc shares in Q4 2023, an estimated $1.93K.
  • Creative Planning first reported a position in BGSF Inc in Q3 2018 and held it in 3 quarters.
  • Creative Planning's BGSF Inc position peaked at $737K in Q3 2018.
  • 44 funds tracked by Wall St. Rank held BGSF Inc as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.