SW
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Simplicity Wealth’s BGC Group BGC Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-17,733
Closed -$147K – 553
2024
Q2 		$147K Sell
17,733
-138
-0.8% -$1.14K ﹤0.01% 1143
2024
Q1 		$139K Buy
+17,871
New +$132K ﹤0.01% 1095

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Wealth's BGC Position: Q3 2024 in Review

Simplicity Wealth sold out of BGC Group (BGC) in Q3 2024, closing a stake of 17,733 shares — an estimated $147K sold.

Simplicity Wealth first reported a position in BGC in Q1 2024 and held it in 2 quarters. The position peaked at $147K in Q2 2024. 306 funds tracked by Wall St. Rank hold BGC as of Q3 2024.

  • Simplicity Wealth reported no remaining BGC Group position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 17,733 BGC Group shares in Q3 2024, an estimated $147K.
  • Simplicity Wealth first reported a position in BGC Group in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's BGC Group position peaked at $147K in Q2 2024.
  • 306 funds tracked by Wall St. Rank held BGC Group as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.