JWM
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Janiczek Wealth Management’s B&G Foods BGS Stock Holding History

Janiczek 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
2024
Q2 		– Sell
-40
Closed -$458 – 1092
2024
Q1 		$458 Hold
40
– – ﹤0.01% 1006
2023
Q4 		$420 Hold
40
– – ﹤0.01% 1012
2023
Q3 		$396 Buy
+40
New +$496 ﹤0.01% 998

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Janiczek Wealth Management's BGS Position: Q2 2024 in Review

Janiczek Wealth Management sold out of B&G Foods (BGS) in Q2 2024, closing a stake of 40 shares — an estimated $458 sold.

Janiczek Wealth Management first reported a position in BGS in Q3 2023 and held it in 3 quarters. The position peaked at $458 in Q1 2024. 240 funds tracked by Wall St. Rank hold BGS as of Q2 2024.

  • Janiczek Wealth Management reported no remaining B&G Foods position as of Q2 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 40 B&G Foods shares in Q2 2024, an estimated $458.
  • Janiczek Wealth Management first reported a position in B&G Foods in Q3 2023 and held it in 3 quarters.
  • Janiczek Wealth Management's B&G Foods position peaked at $458 in Q1 2024.
  • 240 funds tracked by Wall St. Rank held B&G Foods as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.