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Thrive Wealth Management’s BGC Group BGC Stock Holding History

Thrive 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
-89,900
Closed -$282K – 164
2022
Q3 		$282K Hold
89,900
– – 0.1% 123
2022
Q2 		$303K Hold
89,900
– – 0.11% 119
2022
Q1 		$396K Hold
89,900
– – 0.12% 101
2021
Q4 		$418K Buy
+89,900
New +$449K 0.14% 94

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 $3.37T AUM 44.26% 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

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

Thrive Wealth Management sold out of BGC Group (BGC) in Q4 2022, closing a stake of 89,900 shares — an estimated $282K sold.

Thrive Wealth Management first reported a position in BGC in Q4 2021 and held it in 4 quarters. The position peaked at $418K in Q4 2021. 213 funds tracked by Wall St. Rank hold BGC as of Q4 2022.

  • Thrive Wealth Management reported no remaining BGC Group position as of Q4 2022 after selling out during the quarter.
  • Thrive Wealth Management sold 89,900 BGC Group shares in Q4 2022, an estimated $282K.
  • Thrive Wealth Management first reported a position in BGC Group in Q4 2021 and held it in 4 quarters.
  • Thrive Wealth Management's BGC Group position peaked at $418K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held BGC Group as of Q4 2022.

Based on Thrive Wealth Management's 13F filing for Q4 2022, filed 25 Jan 2023.