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Regent Peak Wealth Advisors’s B&G Foods BGS Stock Holding History

Regent Peak Wealth Advisors’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,730
Closed -$80.8K – 180
2024
Q4 		$80.8K Buy
+11,730
New +$88.3K 0.02% 178

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Regent Peak Wealth Advisors's BGS Position: Q1 2025 in Review

Regent Peak Wealth Advisors sold out of B&G Foods (BGS) in Q1 2025, closing a stake of 11,730 shares — an estimated $80.8K sold.

Regent Peak Wealth Advisors first reported a position in BGS in Q4 2024 and held it in 1 quarter. The position peaked at $80.8K in Q4 2024. 253 funds tracked by Wall St. Rank hold BGS as of Q1 2025.

  • Regent Peak Wealth Advisors reported no remaining B&G Foods position as of Q1 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 11,730 B&G Foods shares in Q1 2025, an estimated $80.8K.
  • Regent Peak Wealth Advisors first reported a position in B&G Foods in Q4 2024 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's B&G Foods position peaked at $80.8K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held B&G Foods as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.