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EWA
EverSource Wealth Advisors’s
B&G Foods
BGS
Stock Holding History
EverSource 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
2026
Q1
$11.9K
Sell
2,476
-153
-6%
-$741
﹤0.01%
2823
2025
Q4
$11.3K
Sell
2,629
-875
-25%
-$3.91K
﹤0.01%
2733
2025
Q3
$15.5K
Buy
3,504
+1,135
+48%
+$4.96K
﹤0.01%
2538
2025
Q2
$10K
Buy
2,369
+1,778
+301%
+$9.29K
﹤0.01%
2807
2025
Q1
$4.06K
Sell
591
-4
-0.7%
-$27
﹤0.01%
2592
2024
Q4
$4.1K
Buy
595
+434
+270%
+$3.27K
﹤0.01%
2436
2024
Q3
$1.43K
Sell
161
-47
-23%
-$398
﹤0.01%
2630
2024
Q2
$1.79K
Sell
208
-456
-69%
-$4.5K
﹤0.01%
2583
2024
Q1
$7.37K
Buy
664
+2
+0.3%
+$21
﹤0.01%
1846
2023
Q4
$6.95K
Buy
662
+522
+373%
+$4.83K
﹤0.01%
1723
2023
Q3
$1.39K
Sell
140
-247
-64%
-$3.06K
﹤0.01%
2115
2023
Q2
$5.39K
Sell
387
-481
-55%
-$6.92K
﹤0.01%
1702
2023
Q1
$13.5K
Buy
868
+481
+124%
+$6.7K
﹤0.01%
1239
2022
Q4
$4.32K
Buy
+387
New
+$5.38K
﹤0.01%
1665
2022
Q2
–
Sell
-267
Closed
-$7K
–
1720
2022
Q1
$7K
Buy
+267
New
+$8.03K
﹤0.01%
1122
Other funds holding BGS
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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