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Formidable Asset Management’s BGC Group BGC Stock Holding History

Formidable Asset Management’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,750
Closed -$56K – 298
2023
Q2 		$56K Hold
12,750
– – 0.01% 277
2023
Q1 		$62K Hold
12,750
– – 0.01% 295
2022
Q4 		$48K Sell
12,750
-8,000
-39% -$31.6K 0.01% 303
2022
Q3 		$81K Hold
20,750
– – 0.02% 285
2022
Q2 		$72K Sell
20,750
-3,000
-13% -$10.5K 0.02% 293
2022
Q1 		$105K Hold
23,750
– – 0.02% 322
2021
Q4 		$109K Buy
23,750
+4,850
+26% +$24.2K 0.02% 300
2021
Q3 		$98K Sell
18,900
-3,000
-14% -$15.9K 0.02% 346
2021
Q2 		$118K Sell
21,900
-48,000
-69% -$274K 0.03% 298
2021
Q1 		$352K Buy
69,900
+18,700
+37% +$79.6K 0.08% 199
2020
Q4 		$197K Buy
+51,200
New +$179K 0.05% 261

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RCMNY
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CCMLC
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AC
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PCM
Philosophy Capital Management Alamo, California $858M AUM 12.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return