MCWS
BGC icon

McKinley Carter Wealth Services’s BGC Group BGC Stock Holding History

McKinley Carter Wealth Services’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
2021
Q2 		– Sell
-18,513
Closed -$89K – 286
2021
Q1 		$89K Buy
18,513
+638
+4% +$2.71K 0.01% 283
2020
Q4 		$72K Buy
+17,875
New +$62.5K 0.01% 264

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
AG
Arctis Global San Juan, Puerto Rico $14.5M AUM 58.16% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

McKinley Carter Wealth Services's BGC Position: Q2 2021 in Review

McKinley Carter Wealth Services sold out of BGC Group (BGC) in Q2 2021, closing a stake of 18,513 shares — an estimated $89K sold.

McKinley Carter Wealth Services first reported a position in BGC in Q4 2020 and held it in 2 quarters. The position peaked at $89K in Q1 2021. 213 funds tracked by Wall St. Rank hold BGC as of Q2 2021.

  • McKinley Carter Wealth Services reported no remaining BGC Group position as of Q2 2021 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 18,513 BGC Group shares in Q2 2021, an estimated $89K.
  • McKinley Carter Wealth Services first reported a position in BGC Group in Q4 2020 and held it in 2 quarters.
  • McKinley Carter Wealth Services's BGC Group position peaked at $89K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held BGC Group as of Q2 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2021, filed 12 Aug 2021.