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Simplicity Solutions’s BGC Group BGC Stock Holding History

Simplicity Solutions’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
2023
Q4 		$128K Sell
17,703
-551
-3% -$3.41K ﹤0.01% 999
2023
Q3 		$96.4K Sell
18,254
-222
-1% -$1.1K ﹤0.01% 943
2023
Q2 		$81.8K Sell
18,476
-766
-4% -$3.4K ﹤0.01% 1013
2023
Q1 		$101K Buy
19,242
+5,050
+36% +$23.1K ﹤0.01% 1060
2022
Q4 		$53.5K Buy
14,192
+1,384
+11% +$5.46K 0.01% 653
2022
Q3 		$40K Buy
+12,808
New +$49.6K 0.01% 631

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's BGC Position: Q4 2023 in Review

Simplicity Solutions reduced its BGC Group (BGC) stake by 3% in Q4 2023, selling an estimated $3.41K and leaving 17,703 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Simplicity Solutions first reported a position in BGC in Q3 2022 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold BGC as of Q4 2023.

  • Simplicity Solutions held 17,703 shares of BGC Group worth $128K as of Q4 2023.
  • Simplicity Solutions sold 551 BGC Group shares in Q4 2023, an estimated $3.41K.
  • BGC Group made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #999 holding.
  • Simplicity Solutions first reported a position in BGC Group in Q3 2022 and has held it in 6 quarters since.
  • 249 funds tracked by Wall St. Rank held BGC Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.