TWP
BGC icon

TFO Wealth Partners’s BGC Group BGC Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-16
Closed -$124 – 139
2024
Q1 		$124 Hold
16
– – ﹤0.01% 596
2023
Q4 		$116 Buy
+16
New +$99 ﹤0.01% 771
2023
Q2 		– Sell
-16
Closed -$84 – 834
2023
Q1 		$84 Buy
16
+13
+433% +$60 ﹤0.01% 680
2022
Q4 		$115 Buy
+3
New +$12 ﹤0.01% 747

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 $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's BGC Position: Q2 2024 in Review

TFO Wealth Partners sold out of BGC Group (BGC) in Q2 2024, closing a stake of 16 shares — an estimated $124 sold.

TFO Wealth Partners first reported a position in BGC in Q4 2022 and held it in 4 quarters. The position peaked at $124 in Q1 2024. 281 funds tracked by Wall St. Rank hold BGC as of Q2 2024.

  • TFO Wealth Partners reported no remaining BGC Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 16 BGC Group shares in Q2 2024, an estimated $124.
  • TFO Wealth Partners first reported a position in BGC Group in Q4 2022 and held it in 4 quarters.
  • TFO Wealth Partners's BGC Group position peaked at $124 in Q1 2024.
  • 281 funds tracked by Wall St. Rank held BGC Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.