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SYSTM Wealth Solutions’s BGC Group BGC Stock Holding History

SYSTM Wealth Solutions’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
Q1 		– Sell
-10,298
Closed -$74.4K – 990
2023
Q4 		$74.4K Sell
10,298
-1,014
-9% -$6.28K 0.01% 507
2023
Q3 		$59.7K Hold
11,312
– – 0.01% 462
2023
Q2 		$50.1K Hold
11,312
– – 0.01% 486
2023
Q1 		$59.2K Buy
+11,312
New +$51.8K 0.01% 461

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 $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

SYSTM Wealth Solutions's BGC Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of BGC Group (BGC) in Q1 2024, closing a stake of 10,298 shares — an estimated $74.4K sold.

SYSTM Wealth Solutions first reported a position in BGC in Q1 2023 and held it in 4 quarters. The position peaked at $74.4K in Q4 2023. 258 funds tracked by Wall St. Rank hold BGC as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining BGC Group position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10,298 BGC Group shares in Q1 2024, an estimated $74.4K.
  • SYSTM Wealth Solutions first reported a position in BGC Group in Q1 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's BGC Group position peaked at $74.4K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held BGC Group as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.