SSA
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Sierra Summit Advisors’s BGC Group BGC Stock Holding History

Sierra Summit Advisors’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
Q1 		– Sell
-15,574
Closed -$112K – 157
2023
Q4 		$112K Buy
+15,574
New +$96.4K 0.03% 196

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 $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

Sierra Summit Advisors's BGC Position: Q1 2024 in Review

Sierra Summit Advisors sold out of BGC Group (BGC) in Q1 2024, closing a stake of 15,574 shares — an estimated $112K sold.

Sierra Summit Advisors first reported a position in BGC in Q4 2023 and held it in 1 quarter. The position peaked at $112K in Q4 2023. 258 funds tracked by Wall St. Rank hold BGC as of Q1 2024.

  • Sierra Summit Advisors reported no remaining BGC Group position as of Q1 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 15,574 BGC Group shares in Q1 2024, an estimated $112K.
  • Sierra Summit Advisors first reported a position in BGC Group in Q4 2023 and held it in 1 quarter.
  • Sierra Summit Advisors's BGC Group position peaked at $112K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held BGC Group as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.