MWA
BGDE

Monograph Wealth Advisors’s Big Digital Energy Inc BGDE Stock Holding History

Monograph Wealth Advisors’s Portfolio BGDE Stock Details BGDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,333
Closed -$277K – 159
2023
Q4 		$277K Hold
4,333
– – 0.05% 89
2023
Q3 		$47.6K Hold
4,333
– – 0.01% 123
2023
Q2 		$164K Buy
+4,333
New +$240K 0.04% 83

Other funds holding BGDE

VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Monograph Wealth Advisors's BGDE Position: Q1 2024 in Review

Monograph Wealth Advisors sold out of Big Digital Energy Inc (BGDE) in Q1 2024, closing a stake of 4,333 shares — an estimated $277K sold.

Monograph Wealth Advisors first reported a position in BGDE in Q2 2023 and held it in 3 quarters. The position peaked at $277K in Q4 2023. 12 funds tracked by Wall St. Rank hold BGDE as of Q1 2024.

  • Monograph Wealth Advisors reported no remaining Big Digital Energy Inc position as of Q1 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 4,333 Big Digital Energy Inc shares in Q1 2024, an estimated $277K.
  • Monograph Wealth Advisors first reported a position in Big Digital Energy Inc in Q2 2023 and held it in 3 quarters.
  • Monograph Wealth Advisors's Big Digital Energy Inc position peaked at $277K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Big Digital Energy Inc as of Q1 2024.

Based on Monograph Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.