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Iron Horse Wealth Management’s B&G Foods BGS Stock Holding History

Iron Horse Wealth Management’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
2022
Q3 		– Sell
-50
Closed -$1K – 149
2022
Q2 		$1K Hold
50
– – ﹤0.01% 211
2022
Q1 		$1K Hold
50
– – ﹤0.01% 199
2021
Q4 		$2K Hold
50
– – ﹤0.01% 171
2021
Q3 		$1K Buy
+50
New +$1.5K ﹤0.01% 168

Other funds holding BGS

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iron Horse Wealth Management's BGS Position: Q3 2022 in Review

Iron Horse Wealth Management sold out of B&G Foods (BGS) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Iron Horse Wealth Management first reported a position in BGS in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 261 funds tracked by Wall St. Rank hold BGS as of Q3 2022.

  • Iron Horse Wealth Management reported no remaining B&G Foods position as of Q3 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 50 B&G Foods shares in Q3 2022, an estimated $1K.
  • Iron Horse Wealth Management first reported a position in B&G Foods in Q3 2021 and held it in 4 quarters.
  • Iron Horse Wealth Management's B&G Foods position peaked at $2K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held B&G Foods as of Q3 2022.

Based on Iron Horse Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.