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Focused Wealth Management’s BGSF Inc BGSF Stock Holding History

Focused Wealth Management’s Portfolio BGSF Stock Details BGSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-404
Closed -$4.3K – 1071
2023
Q1 		$4.3K Buy
404
+4
+1% +$56 ﹤0.01% 697
2022
Q4 		$6.13K Buy
+400
New +$5.11K ﹤0.01% 609

Other funds holding BGSF

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Focused Wealth Management's BGSF Position: Q2 2023 in Review

Focused Wealth Management sold out of BGSF Inc (BGSF) in Q2 2023, closing a stake of 404 shares — an estimated $4.3K sold.

Focused Wealth Management first reported a position in BGSF in Q4 2022 and held it in 2 quarters. The position peaked at $6.13K in Q4 2022. 49 funds tracked by Wall St. Rank hold BGSF as of Q2 2023.

  • Focused Wealth Management reported no remaining BGSF Inc position as of Q2 2023 after selling out during the quarter.
  • Focused Wealth Management sold 404 BGSF Inc shares in Q2 2023, an estimated $4.3K.
  • Focused Wealth Management first reported a position in BGSF Inc in Q4 2022 and held it in 2 quarters.
  • Focused Wealth Management's BGSF Inc position peaked at $6.13K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held BGSF Inc as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.