IFAM
BGFV

Institutional & Family Asset Management’s Big 5 Sporting Goods BGFV Stock Holding History

Institutional & Family Asset Management’s Portfolio BGFV Stock Details BGFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-330
Closed -$5K – 949
2021
Q1 		$5K Buy
+330
New +$4.63K ﹤0.01% 677

Other funds holding BGFV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

Institutional & Family Asset Management's BGFV Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Big 5 Sporting Goods (BGFV) in Q2 2021, closing a stake of 330 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in BGFV in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 138 funds tracked by Wall St. Rank hold BGFV as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Big 5 Sporting Goods position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 330 Big 5 Sporting Goods shares in Q2 2021, an estimated $5K.
  • Institutional & Family Asset Management first reported a position in Big 5 Sporting Goods in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Big 5 Sporting Goods position peaked at $5K in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Big 5 Sporting Goods as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.