Mariner Independent Advisor Network’s BGC Group BGC Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$987K	Buy	314,300 +251,500	+400%	+$973K	0.04%	368
2022 Q2	$233K	Sell	62,800 -2,000	-3%	-$6.97K	0.01%	539
2022 Q1	$285K	Buy	64,800 +18,000	+38%	+$79.6K	0.01%	486
2021 Q4	$213K	Sell	46,800 -48,310	-51%	-$241K	0.01%	448
2021 Q3	$496K	Sell	95,110 -9,490	-9%	-$50.4K	0.02%	400
2021 Q2	$593K	Hold	104,600	–	–	0.03%	403
2021 Q1	$505K	Hold	104,600	–	–	0.03%	361
2020 Q4	$418K	Sell	104,600 -6,000	-5%	-$21K	0.02%	358
2020 Q3	$265K	Buy	+110,600	New	+$289K	0.02%	295

Other funds holding BGC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Independent Advisor Network's BGC Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its BGC Group (BGC) stake by 400% in Q3 2022, buying an estimated $973K and bringing the position to 314,300 shares worth $987K. The position accounts for 0.04% of the portfolio, ranked #368.

Mariner Independent Advisor Network first reported a position in BGC in Q3 2020 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold BGC as of Q3 2022.

Mariner Independent Advisor Network held 314,300 shares of BGC Group worth $987K as of Q3 2022.
Mariner Independent Advisor Network bought 251,500 BGC Group shares in Q3 2022, an estimated $973K.
BGC Group made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #368 holding.
Mariner Independent Advisor Network first reported a position in BGC Group in Q3 2020 and has held it in 9 quarters since.
208 funds tracked by Wall St. Rank held BGC Group as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.