JWA
BGC icon

JFS Wealth Advisors’s BGC Group BGC Stock Holding History

JFS Wealth Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-281
Closed -$1.25K – 1970
2023
Q2 		$1.25K Buy
281
+13
+5% +$58 ﹤0.01% 1534
2023
Q1 		$1.4K Sell
268
-9
-3% -$41 ﹤0.01% 1485
2022
Q4 		$1.04K Sell
277
-21
-7% -$83 ﹤0.01% 1585
2022
Q3 		$1K Buy
298
+4
+1% +$15 ﹤0.01% 1484
2022
Q2 		$1K Buy
294
+111
+61% +$387 ﹤0.01% 1471
2022
Q1 		$1K Buy
183
+107
+141% +$473 ﹤0.01% 1581
2021
Q4 		$0 Buy
+76
New +$379 ﹤0.01% 1717

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $858M AUM 12.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return