Tyler-Stone Wealth Management’s B&G Foods BGS Stock Holding History

Tyler-Stone Wealth Management’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
2023 Q4	–	Sell	-200	Closed	-$2K	–	956
2023 Q3	$2K	Hold	200	–	–	﹤0.01%	796
2023 Q2	$3K	Buy	+200	New	+$2.88K	﹤0.01%	752
2022 Q4	$2K	Hold	200	–	–	﹤0.01%	738
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	695
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	659
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	662
2021 Q4	$6K	Buy	+200	New	+$6.12K	﹤0.01%	670

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 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

Tyler-Stone Wealth Management's BGS Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of B&G Foods (BGS) in Q4 2023, closing a stake of 200 shares — an estimated $2K sold.

Tyler-Stone Wealth Management first reported a position in BGS in Q4 2021 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 251 funds tracked by Wall St. Rank hold BGS as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining B&G Foods position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 200 B&G Foods shares in Q4 2023, an estimated $2K.
Tyler-Stone Wealth Management first reported a position in B&G Foods in Q4 2021 and held it in 7 quarters.
Tyler-Stone Wealth Management's B&G Foods position peaked at $6K in Q4 2021.
251 funds tracked by Wall St. Rank held B&G Foods as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.