RIA
BIG

Realta Investment Advisors’s Big Lots, Inc. BIG Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-54
Closed -$1K – 1463
2019
Q4 		$1K Hold
54
– – ﹤0.01% 1560
2019
Q3 		$1K Sell
54
-145
-73% -$3.45K ﹤0.01% 1575
2019
Q2 		$6K Buy
199
+53
+36% +$1.77K ﹤0.01% 1339
2019
Q1 		$6K Buy
+146
New +$4.76K ﹤0.01% 1050

Other funds holding BIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Realta Investment Advisors's BIG Position: Q1 2020 in Review

Realta Investment Advisors sold out of Big Lots, Inc. (BIG) in Q1 2020, closing a stake of 54 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in BIG in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q2 2019. 192 funds tracked by Wall St. Rank hold BIG as of Q1 2020.

  • Realta Investment Advisors reported no remaining Big Lots, Inc. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 54 Big Lots, Inc. shares in Q1 2020, an estimated $1K.
  • Realta Investment Advisors first reported a position in Big Lots, Inc. in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Big Lots, Inc. position peaked at $6K in Q2 2019.
  • 192 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.