MWA
BGC icon

Meridian Wealth Advisors’s BGC Group BGC Stock Holding History

Meridian Wealth Advisors’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
Q3 		– Sell
-11,100
Closed -$92.1K – 177
2024
Q2 		$92.1K Hold
11,100
– – 0.02% 173
2024
Q1 		$86.2K Hold
11,100
– – 0.02% 174
2023
Q4 		$80.1K Hold
11,100
– – 0.02% 176
2023
Q3 		$58.6K Hold
11,100
– – 0.01% 177
2023
Q2 		$49.2K Hold
11,100
– – 0.01% 182
2023
Q1 		$58.1K Hold
11,100
– – 0.01% 187
2022
Q4 		$41.8K Hold
11,100
– – 0.01% 191
2022
Q3 		$35K Hold
11,100
– – 0.01% 186
2022
Q2 		$37K Hold
11,100
– – 0.01% 195
2022
Q1 		$49K Hold
11,100
– – 0.01% 211
2021
Q4 		$52K Hold
11,100
– – 0.01% 202
2021
Q3 		$58K Sell
11,100
-3,000
-21% -$15.9K 0.02% 196
2021
Q2 		$80K Hold
14,100
– – 0.02% 194
2021
Q1 		$68K Hold
14,100
– – 0.02% 184
2020
Q4 		$56K Hold
14,100
– – 0.02% 178
2020
Q3 		$34K Hold
14,100
– – 0.01% 163
2020
Q2 		$39K Buy
14,100
+100
+0.7% +$277 0.02% 163
2020
Q1 		$35K Sell
14,000
-2,000
-13% -$9.78K 0.02% 140
2019
Q4 		$95K Hold
16,000
– – 0.04% 164
2019
Q3 		$88K Hold
16,000
– – 0.04% 150
2019
Q2 		$84K Buy
16,000
+1,000
+7% +$5.19K 0.06% 126
2019
Q1 		$80K Hold
15,000
– – 0.06% 124
2018
Q4 		$78K Buy
+15,000
New +$98.8K 0.06% 195

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Meridian Wealth Advisors's BGC Position: Q3 2024 in Review

Meridian Wealth Advisors sold out of BGC Group (BGC) in Q3 2024, closing a stake of 11,100 shares — an estimated $92.1K sold.

Meridian Wealth Advisors first reported a position in BGC in Q4 2018 and held it in 23 quarters. The position peaked at $95K in Q4 2019. 306 funds tracked by Wall St. Rank hold BGC as of Q3 2024.

  • Meridian Wealth Advisors reported no remaining BGC Group position as of Q3 2024 after selling out during the quarter.
  • Meridian Wealth Advisors sold 11,100 BGC Group shares in Q3 2024, an estimated $92.1K.
  • Meridian Wealth Advisors first reported a position in BGC Group in Q4 2018 and held it in 23 quarters.
  • Meridian Wealth Advisors's BGC Group position peaked at $95K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held BGC Group as of Q3 2024.

Based on Meridian Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.