TFA
BGSF icon

Toth Financial Advisory’s BGSF Inc BGSF Stock Holding History

Toth Financial Advisory’s Portfolio BGSF Stock Details BGSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-500
Closed -$6K – 720
2022
Q3 		$6K Hold
500
– – ﹤0.01% 529
2022
Q2 		$6K Buy
+500
New +$6.26K ﹤0.01% 485
2019
Q2 		– Sell
-900
Closed -$20K – 449
2019
Q1 		$20K Buy
+900
New +$21.6K ﹤0.01% 264
2018
Q2 		– Sell
-1,000
Closed -$19K – 427
2018
Q1 		$19K Buy
1,000
+500
+100% +$8.38K ﹤0.01% 269
2017
Q4 		$8K Buy
+500
New +$8.17K ﹤0.01% 330

Other funds holding BGSF

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Toth Financial Advisory's BGSF Position: Q4 2022 in Review

Toth Financial Advisory sold out of BGSF Inc (BGSF) in Q4 2022, closing a stake of 500 shares — an estimated $6K sold.

Toth Financial Advisory first reported a position in BGSF in Q4 2017 and held it in 5 quarters. The position peaked at $20K in Q1 2019. 55 funds tracked by Wall St. Rank hold BGSF as of Q4 2022.

  • Toth Financial Advisory reported no remaining BGSF Inc position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 500 BGSF Inc shares in Q4 2022, an estimated $6K.
  • Toth Financial Advisory first reported a position in BGSF Inc in Q4 2017 and held it in 5 quarters.
  • Toth Financial Advisory's BGSF Inc position peaked at $20K in Q1 2019.
  • 55 funds tracked by Wall St. Rank held BGSF Inc as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.