TCI Wealth Advisors’s B&G Foods BGS Stock Holding History

TCI Wealth Advisors’s Portfolio BGS Stock Details BGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,000	Closed	-$56K	–	1543
2020 Q3	$56K	Sell	2,000 -6,000	-75%	-$168K	0.02%	291
2020 Q2	$195K	Buy	+8,000	New	+$173K	0.08%	146

Other funds holding BGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCI Wealth Advisors's BGS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of B&G Foods (BGS) in Q2 2023, closing a stake of 367 shares — an estimated $5.7K sold.

TCI Wealth Advisors first reported a position in BGS in Q4 2014 and held it in 33 quarters. The position peaked at $54K in Q3 2016. 234 funds tracked by Wall St. Rank hold BGS as of Q2 2023.

TCI Wealth Advisors reported no remaining B&G Foods position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 367 B&G Foods shares in Q2 2023, an estimated $5.7K.
TCI Wealth Advisors first reported a position in B&G Foods in Q4 2014 and held it in 33 quarters.
TCI Wealth Advisors's B&G Foods position peaked at $54K in Q3 2016.
234 funds tracked by Wall St. Rank held B&G Foods as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.