EWA
BIG

EverSource Wealth Advisors’s Big Lots, Inc. BIG Stock Holding History

EverSource Wealth Advisors’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-146
Closed -$514 – 3162
2024
Q1 		$514 Buy
+146
New +$772 ﹤0.01% 2714
2023
Q4 		– Sell
-187
Closed -$956 – 2763
2023
Q3 		$956 Buy
187
+122
+188% +$928 ﹤0.01% 2243
2023
Q2 		$574 Sell
65
-361
-85% -$3.06K ﹤0.01% 2322
2023
Q1 		$4.67K Buy
+426
New +$6.44K ﹤0.01% 1662
2022
Q4 		– Sell
-201
Closed -$3K – 2450
2022
Q3 		$3K Buy
201
+16
+9% +$344 ﹤0.01% 1607
2022
Q2 		$4K Buy
185
+132
+249% +$3.88K ﹤0.01% 1363
2022
Q1 		$2K Buy
+53
New +$2.08K ﹤0.01% 1605

Other funds holding BIG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EverSource Wealth Advisors's BIG Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Big Lots, Inc. (BIG) in Q2 2024, closing a stake of 146 shares — an estimated $514 sold.

EverSource Wealth Advisors first reported a position in BIG in Q1 2022 and held it in 7 quarters. The position peaked at $4.67K in Q1 2023. 107 funds tracked by Wall St. Rank hold BIG as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining Big Lots, Inc. position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 146 Big Lots, Inc. shares in Q2 2024, an estimated $514.
  • EverSource Wealth Advisors first reported a position in Big Lots, Inc. in Q1 2022 and held it in 7 quarters.
  • EverSource Wealth Advisors's Big Lots, Inc. position peaked at $4.67K in Q1 2023.
  • 107 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.