IronBridge Private Wealth’s B&G Foods BGS Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-108	Closed	-$3K	–	61
2021 Q4	$3K	Buy	108 +2	+2%	+$61	﹤0.01%	257
2021 Q3	$3K	Buy	106 +1	+1%	+$30	﹤0.01%	234
2021 Q2	$3K	Buy	105 +2	+2%	+$62	﹤0.01%	242
2021 Q1	$3K	Buy	103 +1	+1%	+$31	﹤0.01%	243
2020 Q4	$3K	Buy	+102	New	+$2.88K	﹤0.01%	223

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IronBridge Private Wealth's BGS Position: Q1 2022 in Review

IronBridge Private Wealth sold out of B&G Foods (BGS) in Q1 2022, closing a stake of 108 shares — an estimated $3K sold.

IronBridge Private Wealth first reported a position in BGS in Q4 2020 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 314 funds tracked by Wall St. Rank hold BGS as of Q1 2022.

IronBridge Private Wealth reported no remaining B&G Foods position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 108 B&G Foods shares in Q1 2022, an estimated $3K.
IronBridge Private Wealth first reported a position in B&G Foods in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's B&G Foods position peaked at $3K in Q4 2021.
314 funds tracked by Wall St. Rank held B&G Foods as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.