Foresight Wealth Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Foresight Wealth Management’s Portfolio BGH Stock Details BGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,072	Closed	-$123K	–	26
2022 Q3	$123K	Buy	+10,072	New	+$135K	0.03%	101
2022 Q2	–	Sell	-10,272	Closed	-$159K	–	124
2022 Q1	$159K	Sell	10,272 -17,227	-63%	-$276K	0.03%	105
2021 Q4	$477K	Buy	+27,499	New	+$468K	0.01%	80

Other funds holding BGH

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Foresight Wealth Management's BGH Position: Q4 2022 in Review

Foresight Wealth Management sold out of Barings Global Short Duration High Yield Fund (BGH) in Q4 2022, closing a stake of 10,072 shares — an estimated $123K sold.

Foresight Wealth Management first reported a position in BGH in Q4 2021 and held it in 3 quarters. The position peaked at $477K in Q4 2021. 56 funds tracked by Wall St. Rank hold BGH as of Q4 2022.

Foresight Wealth Management reported no remaining Barings Global Short Duration High Yield Fund position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 10,072 Barings Global Short Duration High Yield Fund shares in Q4 2022, an estimated $123K.
Foresight Wealth Management first reported a position in Barings Global Short Duration High Yield Fund in Q4 2021 and held it in 3 quarters.
Foresight Wealth Management's Barings Global Short Duration High Yield Fund position peaked at $477K in Q4 2021.
56 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.