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Precision Wealth Strategies’s BGSF Inc BGSF Stock Holding History

Precision Wealth Strategies’s Portfolio BGSF Stock Details BGSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11,255
Closed -$158K – 114
2021
Q1 		$158K Sell
11,255
-281
-2% -$3.94K 0.15% 85
2020
Q4 		$156K Buy
+11,536
New +$127K 0.17% 56

Other funds holding BGSF

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Precision Wealth Strategies's BGSF Position: Q2 2021 in Review

Precision Wealth Strategies sold out of BGSF Inc (BGSF) in Q2 2021, closing a stake of 11,255 shares — an estimated $158K sold.

Precision Wealth Strategies first reported a position in BGSF in Q4 2020 and held it in 2 quarters. The position peaked at $158K in Q1 2021. 57 funds tracked by Wall St. Rank hold BGSF as of Q2 2021.

  • Precision Wealth Strategies reported no remaining BGSF Inc position as of Q2 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 11,255 BGSF Inc shares in Q2 2021, an estimated $158K.
  • Precision Wealth Strategies first reported a position in BGSF Inc in Q4 2020 and held it in 2 quarters.
  • Precision Wealth Strategies's BGSF Inc position peaked at $158K in Q1 2021.
  • 57 funds tracked by Wall St. Rank held BGSF Inc as of Q2 2021.

Based on Precision Wealth Strategies's 13F filing for Q2 2021, filed 22 Jul 2021.