FGAM
BFS

Financial Gravity Asset Management’s Saul Centers BFS Stock Holding History

Financial Gravity Asset Management’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$65 – 1972
2023
Q4 		$65 Buy
+1
New +$37 ﹤0.01% 1305
2022
Q3 		– Sell
-940
Closed -$2.83K – 848
2022
Q2 		$2.83K Buy
+940
New +$46.4K 0.09% 226
2021
Q4 		– Sell
-2
Closed -$44K – 963
2021
Q3 		$44K Buy
+2
New +$90 0.02% 609
2019
Q4 		– Sell
-4
Closed – – 1398
2019
Q3 		$0 Hold
4
– – ﹤0.01% 1202
2019
Q2 		$0 Buy
+4
New +$218 ﹤0.01% 1249

Other funds holding BFS

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's BFS Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Saul Centers (BFS) in Q1 2024, closing a stake of 1 share — an estimated $65 sold.

Financial Gravity Asset Management first reported a position in BFS in Q2 2019 and held it in 5 quarters. The position peaked at $44K in Q3 2021. 139 funds tracked by Wall St. Rank hold BFS as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Saul Centers position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Saul Centers share in Q1 2024, an estimated $65.
  • Financial Gravity Asset Management first reported a position in Saul Centers in Q2 2019 and held it in 5 quarters.
  • Financial Gravity Asset Management's Saul Centers position peaked at $44K in Q3 2021.
  • 139 funds tracked by Wall St. Rank held Saul Centers as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.