PWM
BIG

Partnership Wealth Management’s Big Lots, Inc. BIG Stock Holding History

Partnership Wealth Management’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19,209
Closed -$33.2K – 221
2024
Q2 		$33.2K Sell
19,209
-460,012
-96% -$1.49M 0.02% 159
2024
Q1 		$2.08M Sell
479,221
-339,297
-41% -$1.79M 1.45% 22
2023
Q4 		$4.7M Buy
+818,518
New +$4.22M 3.54% 2

Other funds holding BIG

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.1B AUM 24.7% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return