MBM Wealth Consultants’s B&G Foods BGS Stock Holding History

MBM Wealth Consultants’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
2021 Q4	–	Sell	-888	Closed	-$27K	–	291
2021 Q3	$27K	Buy	888 +248	+39%	+$7.44K	0.01%	192
2021 Q2	$21K	Hold	640	–	–	0.01%	194
2021 Q1	$20K	Buy	+640	New	+$20.1K	0.01%	192

Other funds holding BGS

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Islet Management New York $49.1M AUM 17.59% 1-Year Est. Return

MBM Wealth Consultants's BGS Position: Q4 2021 in Review

MBM Wealth Consultants sold out of B&G Foods (BGS) in Q4 2021, closing a stake of 888 shares — an estimated $27K sold.

MBM Wealth Consultants first reported a position in BGS in Q1 2021 and held it in 3 quarters. The position peaked at $27K in Q3 2021. 310 funds tracked by Wall St. Rank hold BGS as of Q4 2021.

MBM Wealth Consultants reported no remaining B&G Foods position as of Q4 2021 after selling out during the quarter.
MBM Wealth Consultants sold 888 B&G Foods shares in Q4 2021, an estimated $27K.
MBM Wealth Consultants first reported a position in B&G Foods in Q1 2021 and held it in 3 quarters.
MBM Wealth Consultants's B&G Foods position peaked at $27K in Q3 2021.
310 funds tracked by Wall St. Rank held B&G Foods as of Q4 2021.

Based on MBM Wealth Consultants's 13F filing for Q4 2021, filed 15 Feb 2022.