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Merit Financial Group’s BGC Group BGC Stock Holding History

Merit Financial Group’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
2023
Q1 		– Sell
-481,626
Closed -$1.82M – 644
2022
Q4 		$1.82M Hold
481,626
– – 0.07% 213
2022
Q3 		$1.51M Hold
481,626
– – 0.07% 194
2022
Q2 		$1.62M Buy
+481,626
New +$1.68M 0.05% 192

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
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
BGIM
Boussard & Gavaudan Investment Management London, United Kingdom $1.06B AUM 4.58% 1-Year Est. Return

Merit Financial Group's BGC Position: Q1 2023 in Review

Merit Financial Group sold out of BGC Group (BGC) in Q1 2023, closing a stake of 481,626 shares — an estimated $1.82M sold.

Merit Financial Group first reported a position in BGC in Q2 2022 and held it in 3 quarters. The position peaked at $1.82M in Q4 2022. 220 funds tracked by Wall St. Rank hold BGC as of Q1 2023.

  • Merit Financial Group reported no remaining BGC Group position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 481,626 BGC Group shares in Q1 2023, an estimated $1.82M.
  • Merit Financial Group first reported a position in BGC Group in Q2 2022 and held it in 3 quarters.
  • Merit Financial Group's BGC Group position peaked at $1.82M in Q4 2022.
  • 220 funds tracked by Wall St. Rank held BGC Group as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.