Freedom Wealth Alliance’s B&G Foods BGS Stock Holding History

Freedom Wealth Alliance’s Portfolio BGS Stock Details BGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-300	Closed	-$3.35K	–	109
2022 Q4	$3.35K	Buy	+300	New	+$4.17K	﹤0.01%	367

Other funds holding BGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Wealth Alliance's BGS Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of B&G Foods (BGS) in Q1 2023, closing a stake of 300 shares — an estimated $3.35K sold.

Freedom Wealth Alliance first reported a position in BGS in Q4 2022 and held it in 1 quarter. The position peaked at $3.35K in Q4 2022. 253 funds tracked by Wall St. Rank hold BGS as of Q1 2023.

Freedom Wealth Alliance reported no remaining B&G Foods position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 300 B&G Foods shares in Q1 2023, an estimated $3.35K.
Freedom Wealth Alliance first reported a position in B&G Foods in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's B&G Foods position peaked at $3.35K in Q4 2022.
253 funds tracked by Wall St. Rank held B&G Foods as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.