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

Kingsview 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
Q1 		– Sell
-18,582
Closed -$571K – 873
2021
Q4 		$571K Buy
18,582
+902
+5% +$27.6K 0.02% 536
2021
Q3 		$528K Buy
17,680
+2,941
+20% +$88.2K 0.03% 527
2021
Q2 		$467K Buy
14,739
+2,161
+17% +$66.6K 0.02% 575
2021
Q1 		$381K Buy
+12,578
New +$396K 0.02% 581

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kingsview Wealth Management's BGS Position: Q1 2022 in Review

Kingsview Wealth Management sold out of B&G Foods (BGS) in Q1 2022, closing a stake of 18,582 shares — an estimated $571K sold.

Kingsview Wealth Management first reported a position in BGS in Q1 2021 and held it in 4 quarters. The position peaked at $571K in Q4 2021. 314 funds tracked by Wall St. Rank hold BGS as of Q1 2022.

  • Kingsview Wealth Management reported no remaining B&G Foods position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 18,582 B&G Foods shares in Q1 2022, an estimated $571K.
  • Kingsview Wealth Management first reported a position in B&G Foods in Q1 2021 and held it in 4 quarters.
  • Kingsview Wealth Management's B&G Foods position peaked at $571K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held B&G Foods as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.