EWM
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Edge Wealth Management’s BGC Group BGC Stock Holding History

Edge Wealth Management’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
2019
Q4 		– Sell
-1,000
Closed -$10K – 601
2019
Q3 		$10K Buy
+1,000
New +$5.36K ﹤0.01% 406
2017
Q2 		– Sell
-3,110
Closed -$14K – 542
2017
Q1 		$14K Buy
+3,110
New +$22.4K ﹤0.01% 315

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Wealth Management's BGC Position: Q3 2023 in Review

Edge Wealth Management sold out of BGC Group (BGC) in Q3 2023, closing a stake of 144,895 shares — an estimated $642K sold.

Edge Wealth Management first reported a position in BGC in Q2 2016 and held it in 29 quarters. The position peaked at $2.63M in Q3 2021. 210 funds tracked by Wall St. Rank hold BGC as of Q3 2023.

  • Edge Wealth Management reported no remaining BGC Group position as of Q3 2023 after selling out during the quarter.
  • Edge Wealth Management sold 144,895 BGC Group shares in Q3 2023, an estimated $642K.
  • Edge Wealth Management first reported a position in BGC Group in Q2 2016 and held it in 29 quarters.
  • Edge Wealth Management's BGC Group position peaked at $2.63M in Q3 2021.
  • 210 funds tracked by Wall St. Rank held BGC Group as of Q3 2023.

Based on Edge Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.