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Sowell Financial Services’s BGC Group BGC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-450
Closed -$3K – 760
2021
Q1 		$3K Hold
450
– – ﹤0.01% 2715
2020
Q4 		$2K Hold
450
– – ﹤0.01% 2446
2020
Q3 		$1K Hold
450
– – ﹤0.01% 2325
2020
Q2 		$1K Hold
450
– – ﹤0.01% 2250
2020
Q1 		$1K Sell
450
-1,083
-71% -$5.29K ﹤0.01% 2193
2019
Q4 		$9K Buy
1,533
+470
+44% +$2.65K ﹤0.01% 1706
2019
Q3 		$6K Buy
+1,063
New +$5.69K ﹤0.01% 1682

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Arctis Global San Juan, Puerto Rico $14.5M AUM 58.16% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Sowell Financial Services's BGC Position: Q2 2021 in Review

Sowell Financial Services sold out of BGC Group (BGC) in Q2 2021, closing a stake of 450 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in BGC in Q3 2019 and held it in 7 quarters. The position peaked at $9K in Q4 2019. 213 funds tracked by Wall St. Rank hold BGC as of Q2 2021.

  • Sowell Financial Services reported no remaining BGC Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 450 BGC Group shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in BGC Group in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's BGC Group position peaked at $9K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held BGC Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.