IWP
BGC icon

Icon Wealth Partners’s BGC Group BGC Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-7,466
Closed -$40K – 227
2019
Q1 		$40K Buy
+7,466
New +$44.4K 0.01% 396
2018
Q3 		– Sell
-6,987
Closed -$51K – 319
2018
Q2 		$51K Buy
+6,987
New +$55.9K 0.02% 378
2018
Q1 		– Sell
-4,021
Closed -$39K – 308
2017
Q4 		$39K Buy
+4,021
New +$40.6K 0.02% 470

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Icon Wealth Partners's BGC Position: Q2 2019 in Review

Icon Wealth Partners sold out of BGC Group (BGC) in Q2 2019, closing a stake of 7,466 shares — an estimated $40K sold.

Icon Wealth Partners first reported a position in BGC in Q4 2017 and held it in 3 quarters. The position peaked at $51K in Q2 2018. 237 funds tracked by Wall St. Rank hold BGC as of Q2 2019.

  • Icon Wealth Partners reported no remaining BGC Group position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 7,466 BGC Group shares in Q2 2019, an estimated $40K.
  • Icon Wealth Partners first reported a position in BGC Group in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's BGC Group position peaked at $51K in Q2 2018.
  • 237 funds tracked by Wall St. Rank held BGC Group as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.