GWAG
BFS

Garrett Wealth Advisory Group’s Saul Centers BFS Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-41
Closed -$2.23K – 121
2019
Q3 		$2.23K Buy
+41
New +$2.19K ﹤0.01% 522

Other funds holding BFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Garrett Wealth Advisory Group's BFS Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Saul Centers (BFS) in Q4 2019, closing a stake of 41 shares — an estimated $2.23K sold.

Garrett Wealth Advisory Group first reported a position in BFS in Q3 2019 and held it in 1 quarter. The position peaked at $2.23K in Q3 2019. 145 funds tracked by Wall St. Rank hold BFS as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Saul Centers position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 41 Saul Centers shares in Q4 2019, an estimated $2.23K.
  • Garrett Wealth Advisory Group first reported a position in Saul Centers in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Saul Centers position peaked at $2.23K in Q3 2019.
  • 145 funds tracked by Wall St. Rank held Saul Centers as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.