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Sugarloaf Wealth Management’s BGC Group BGC Stock Holding History

Sugarloaf Wealth Management’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
2022
Q4 		– Sell
-200
Closed -$1K – 794
2022
Q3 		$1K Hold
200
– – ﹤0.01% 742
2022
Q2 		$1K Hold
200
– – ﹤0.01% 726
2022
Q1 		$1K Hold
200
– – ﹤0.01% 667
2021
Q4 		$1K Hold
200
– – ﹤0.01% 701
2021
Q3 		$1K Hold
200
– – ﹤0.01% 710
2021
Q2 		$1K Hold
200
– – ﹤0.01% 705
2021
Q1 		$1K Hold
200
– – ﹤0.01% 697
2020
Q4 		$1K Hold
200
– – ﹤0.01% 664
2020
Q3 		$0 Hold
200
– – ﹤0.01% 673
2020
Q2 		$0 Hold
200
– – ﹤0.01% 677
2020
Q1 		$1K Hold
200
– – ﹤0.01% 633
2019
Q4 		$1K Buy
+200
New +$1.13K ﹤0.01% 658

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
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BGIM
Boussard & Gavaudan Investment Management London, United Kingdom $1.06B AUM 4.58% 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

Sugarloaf Wealth Management's BGC Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of BGC Group (BGC) in Q4 2022, closing a stake of 200 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in BGC in Q4 2019 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 213 funds tracked by Wall St. Rank hold BGC as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining BGC Group position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 200 BGC Group shares in Q4 2022, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in BGC Group in Q4 2019 and held it in 12 quarters.
  • Sugarloaf Wealth Management's BGC Group position peaked at $1K in Q3 2022.
  • 213 funds tracked by Wall St. Rank held BGC Group as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.