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Stephens Consulting’s BGC Group BGC Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-900
Closed -$3.99K – 504
2023
Q2 		$3.99K Hold
900
– – ﹤0.01% 403
2023
Q1 		$4.71K Hold
900
– – ﹤0.01% 397
2022
Q4 		$3.39K Hold
900
– – ﹤0.01% 400
2022
Q3 		$2.83K Hold
900
– – ﹤0.01% 465
2022
Q2 		$3.03K Hold
900
– – ﹤0.01% 452
2022
Q1 		$3.96K Hold
900
– – ﹤0.01% 461
2021
Q4 		$4.18K Buy
+900
New +$4.49K ﹤0.01% 519

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
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephens Consulting's BGC Position: Q3 2023 in Review

Stephens Consulting sold out of BGC Group (BGC) in Q3 2023, closing a stake of 900 shares — an estimated $3.99K sold.

Stephens Consulting first reported a position in BGC in Q4 2021 and held it in 7 quarters. The position peaked at $4.71K in Q1 2023. 211 funds tracked by Wall St. Rank hold BGC as of Q3 2023.

  • Stephens Consulting reported no remaining BGC Group position as of Q3 2023 after selling out during the quarter.
  • Stephens Consulting sold 900 BGC Group shares in Q3 2023, an estimated $3.99K.
  • Stephens Consulting first reported a position in BGC Group in Q4 2021 and held it in 7 quarters.
  • Stephens Consulting's BGC Group position peaked at $4.71K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held BGC Group as of Q3 2023.

Based on Stephens Consulting's 13F filing for Q3 2023, filed 25 Oct 2023.