RWB
BGC icon

RMR Wealth Builders’s BGC Group BGC Stock Holding History

RMR Wealth Builders’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,967
Closed -$202K – 260
2024
Q3 		$202K Hold
21,967
– – 0.02% 252
2024
Q2 		$182K Buy
21,967
+1,717
+8% +$14.1K 0.02% 244
2024
Q1 		$157K Hold
20,250
– – 0.02% 254
2023
Q4 		$146K Hold
20,250
– – 0.02% 228
2023
Q3 		$107K Buy
+20,250
New +$101K 0.02% 226
2023
Q2 		– Sell
-10,250
Closed -$53.6K – 213
2023
Q1 		$53.6K Hold
10,250
– – 0.01% 210
2022
Q4 		$38.6K Hold
10,250
– – 0.01% 191
2022
Q3 		$32K Buy
+10,250
New +$39.7K 0.01% 194
2021
Q2 		– Sell
-7,250
Closed -$35K – 229
2021
Q1 		$35K Buy
+7,250
New +$30.9K 0.01% 423
2020
Q4 		– Sell
-31,545
Closed -$76K – 515
2020
Q3 		$76K Buy
+31,545
New +$82.4K 0.02% 213

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RMR Wealth Builders's BGC Position: Q4 2024 in Review

RMR Wealth Builders sold out of BGC Group (BGC) in Q4 2024, closing a stake of 21,967 shares — an estimated $202K sold.

RMR Wealth Builders first reported a position in BGC in Q3 2020 and held it in 10 quarters. The position peaked at $202K in Q3 2024. 317 funds tracked by Wall St. Rank hold BGC as of Q4 2024.

  • RMR Wealth Builders reported no remaining BGC Group position as of Q4 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 21,967 BGC Group shares in Q4 2024, an estimated $202K.
  • RMR Wealth Builders first reported a position in BGC Group in Q3 2020 and held it in 10 quarters.
  • RMR Wealth Builders's BGC Group position peaked at $202K in Q3 2024.
  • 317 funds tracked by Wall St. Rank held BGC Group as of Q4 2024.

Based on RMR Wealth Builders's 13F filing for Q4 2024, filed 10 Jan 2025.