Inspire Advisors’s B&G Foods BGS Stock Holding History

Inspire Advisors’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 Q4	–	Sell	-49,589	Closed	-$490K	–	342
2023 Q3	$490K	Buy	+49,589	New	+$615K	0.09%	133
2022 Q2	–	Sell	-15,549	Closed	-$420K	–	124
2022 Q1	$420K	Buy	+15,549	New	+$468K	0.12%	42

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Inspire Advisors's BGS Position: Q4 2023 in Review

Inspire Advisors sold out of B&G Foods (BGS) in Q4 2023, closing a stake of 49,589 shares — an estimated $490K sold.

Inspire Advisors first reported a position in BGS in Q1 2022 and held it in 2 quarters. The position peaked at $490K in Q3 2023. 251 funds tracked by Wall St. Rank hold BGS as of Q4 2023.

Inspire Advisors reported no remaining B&G Foods position as of Q4 2023 after selling out during the quarter.
Inspire Advisors sold 49,589 B&G Foods shares in Q4 2023, an estimated $490K.
Inspire Advisors first reported a position in B&G Foods in Q1 2022 and held it in 2 quarters.
Inspire Advisors's B&G Foods position peaked at $490K in Q3 2023.
251 funds tracked by Wall St. Rank held B&G Foods as of Q4 2023.

Based on Inspire Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.