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Heritage Wealth Advisors’s BGSF Inc BGSF Stock Holding History

Heritage Wealth Advisors’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
2020
Q4 		– Sell
-200
Closed -$1.69K – 540
2020
Q3 		$1.69K Hold
200
– – ﹤0.01% 450
2020
Q2 		$2.26K Hold
200
– – ﹤0.01% 426
2020
Q1 		$1.5K Hold
200
– – ﹤0.01% 429
2019
Q4 		$4.38K Hold
200
– – ﹤0.01% 450
2019
Q3 		$3K Hold
200
– – ﹤0.01% 416
2019
Q2 		$3.78K Buy
+200
New +$4.05K ﹤0.01% 422

Other funds holding BGSF

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Heritage Wealth Advisors's BGSF Position: Q4 2020 in Review

Heritage Wealth Advisors sold out of BGSF Inc (BGSF) in Q4 2020, closing a stake of 200 shares — an estimated $1.69K sold.

Heritage Wealth Advisors first reported a position in BGSF in Q2 2019 and held it in 6 quarters. The position peaked at $4.38K in Q4 2019. 63 funds tracked by Wall St. Rank hold BGSF as of Q4 2020.

  • Heritage Wealth Advisors reported no remaining BGSF Inc position as of Q4 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 200 BGSF Inc shares in Q4 2020, an estimated $1.69K.
  • Heritage Wealth Advisors first reported a position in BGSF Inc in Q2 2019 and held it in 6 quarters.
  • Heritage Wealth Advisors's BGSF Inc position peaked at $4.38K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held BGSF Inc as of Q4 2020.

Based on Heritage Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.