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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 $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 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 $1.39B AUM 53.77% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's BGC Position: Q3 2023 in Review

JFS Wealth Advisors sold out of BGC Group (BGC) in Q3 2023, closing a stake of 281 shares — an estimated $1.25K sold.

JFS Wealth Advisors first reported a position in BGC in Q4 2021 and held it in 7 quarters. The position peaked at $1.4K in Q1 2023. 211 funds tracked by Wall St. Rank hold BGC as of Q3 2023.

  • JFS Wealth Advisors reported no remaining BGC Group position as of Q3 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 281 BGC Group shares in Q3 2023, an estimated $1.25K.
  • JFS Wealth Advisors first reported a position in BGC Group in Q4 2021 and held it in 7 quarters.
  • JFS Wealth Advisors's BGC Group position peaked at $1.4K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held BGC Group as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.