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Elevation Wealth Partners’s B&G Foods BGS Stock Holding History

Elevation Wealth Partners’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
2024
Q2 		– Sell
-272
Closed -$3.11K – 514
2024
Q1 		$3.11K Buy
+272
New +$2.85K ﹤0.01% 406

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Elevation Wealth Partners's BGS Position: Q2 2024 in Review

Elevation Wealth Partners sold out of B&G Foods (BGS) in Q2 2024, closing a stake of 272 shares — an estimated $3.11K sold.

Elevation Wealth Partners first reported a position in BGS in Q1 2024 and held it in 1 quarter. The position peaked at $3.11K in Q1 2024. 240 funds tracked by Wall St. Rank hold BGS as of Q2 2024.

  • Elevation Wealth Partners reported no remaining B&G Foods position as of Q2 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 272 B&G Foods shares in Q2 2024, an estimated $3.11K.
  • Elevation Wealth Partners first reported a position in B&G Foods in Q1 2024 and held it in 1 quarter.
  • Elevation Wealth Partners's B&G Foods position peaked at $3.11K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held B&G Foods as of Q2 2024.

Based on Elevation Wealth Partners's 13F filing for Q2 2024, filed 9 Jul 2024.