PMFA
BGI

Plante Moran Financial Advisors’s Birks Group BGI Stock Holding History

Plante Moran Financial Advisors’s Portfolio BGI Stock Details BGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-250
Closed -$1K – 820
2021
Q4 		$1K Buy
+250
New +$1.03K ﹤0.01% 947

Other funds holding BGI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CA
Centerpoint Advisors Needham, Massachusetts $352M AUM 27.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's BGI Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Birks Group (BGI) in Q1 2022, closing a stake of 250 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in BGI in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 6 funds tracked by Wall St. Rank hold BGI as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Birks Group position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 250 Birks Group shares in Q1 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Birks Group in Q4 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Birks Group position peaked at $1K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Birks Group as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.