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USA Financial Formulas’s BGC Group BGC Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-6,036
Closed -$55.4K – 297
2024
Q3 		$55.4K Sell
6,036
-5,576
-48% -$52.1K 0.01% 217
2024
Q2 		$96.4K Sell
11,612
-3,575
-24% -$29.4K 0.02% 187
2024
Q1 		$118K Buy
15,187
+4,238
+39% +$31.4K 0.02% 191
2023
Q4 		$79.1K Buy
+10,949
New +$67.8K 0.01% 177
2017
Q4 		– Sell
-127,157
Closed -$1.18M – 261
2017
Q3 		$1.18M Buy
127,157
+51,152
+67% +$427K 0.28% 84
2017
Q2 		$618K Buy
+76,005
New +$569K 0.15% 135

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

USA Financial Formulas's BGC Position: Q4 2024 in Review

USA Financial Formulas sold out of BGC Group (BGC) in Q4 2024, closing a stake of 6,036 shares — an estimated $55.4K sold.

USA Financial Formulas first reported a position in BGC in Q2 2017 and held it in 6 quarters. The position peaked at $1.18M in Q3 2017. 317 funds tracked by Wall St. Rank hold BGC as of Q4 2024.

  • USA Financial Formulas reported no remaining BGC Group position as of Q4 2024 after selling out during the quarter.
  • USA Financial Formulas sold 6,036 BGC Group shares in Q4 2024, an estimated $55.4K.
  • USA Financial Formulas first reported a position in BGC Group in Q2 2017 and held it in 6 quarters.
  • USA Financial Formulas's BGC Group position peaked at $1.18M in Q3 2017.
  • 317 funds tracked by Wall St. Rank held BGC Group as of Q4 2024.

Based on USA Financial Formulas's 13F filing for Q4 2024, filed 14 Jan 2025.