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Steward Financial Group’s BGC Group BGC Stock Holding History

Steward Financial Group’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
Q2 		– Sell
-248
Closed -$1K – 511
2023
Q1 		$1K Buy
248
+143
+136% +$655 ﹤0.01% 584
2022
Q4 		$0 Buy
+105
New +$415 ﹤0.01% 564

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Steward Financial Group's BGC Position: Q2 2023 in Review

Steward Financial Group sold out of BGC Group (BGC) in Q2 2023, closing a stake of 248 shares — an estimated $1K sold.

Steward Financial Group first reported a position in BGC in Q4 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 206 funds tracked by Wall St. Rank hold BGC as of Q2 2023.

  • Steward Financial Group reported no remaining BGC Group position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 248 BGC Group shares in Q2 2023, an estimated $1K.
  • Steward Financial Group first reported a position in BGC Group in Q4 2022 and held it in 2 quarters.
  • Steward Financial Group's BGC Group position peaked at $1K in Q1 2023.
  • 206 funds tracked by Wall St. Rank held BGC Group as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.