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Legacy Capital Group California’s BGC Group BGC Stock Holding History

Legacy Capital Group California’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
2024
Q2 		– Sell
-142,476
Closed -$1.11M – 312
2024
Q1 		$1.11M Sell
142,476
-3,793
-3% -$28.1K 0.41% 62
2023
Q4 		$1.06M Buy
+146,269
New +$906K 0.41% 58

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Capital Group California's BGC Position: Q2 2024 in Review

Legacy Capital Group California sold out of BGC Group (BGC) in Q2 2024, closing a stake of 142,476 shares — an estimated $1.11M sold.

Legacy Capital Group California first reported a position in BGC in Q4 2023 and held it in 2 quarters. The position peaked at $1.11M in Q1 2024. 281 funds tracked by Wall St. Rank hold BGC as of Q2 2024.

  • Legacy Capital Group California reported no remaining BGC Group position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 142,476 BGC Group shares in Q2 2024, an estimated $1.11M.
  • Legacy Capital Group California first reported a position in BGC Group in Q4 2023 and held it in 2 quarters.
  • Legacy Capital Group California's BGC Group position peaked at $1.11M in Q1 2024.
  • 281 funds tracked by Wall St. Rank held BGC Group as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.