Vicus Capital’s BGC Group BGC Stock Holding History

Vicus Capital’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	-17,706	Closed	-$163K	–	236
2024 Q3	$163K	Buy	+17,706	New	+$165K	0.01%	220
2023 Q3	–	Sell	-20,129	Closed	-$89.2K	–	253
2023 Q2	$89.2K	Buy	+20,129	New	+$89.2K	0.01%	212

Other funds holding BGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vicus Capital's BGC Position: Q4 2024 in Review

Vicus Capital sold out of BGC Group (BGC) in Q4 2024, closing a stake of 17,706 shares — an estimated $163K sold.

Vicus Capital first reported a position in BGC in Q2 2023 and held it in 2 quarters. The position peaked at $163K in Q3 2024. 317 funds tracked by Wall St. Rank hold BGC as of Q4 2024.

Vicus Capital reported no remaining BGC Group position as of Q4 2024 after selling out during the quarter.
Vicus Capital sold 17,706 BGC Group shares in Q4 2024, an estimated $163K.
Vicus Capital first reported a position in BGC Group in Q2 2023 and held it in 2 quarters.
Vicus Capital's BGC Group position peaked at $163K in Q3 2024.
317 funds tracked by Wall St. Rank held BGC Group as of Q4 2024.

Based on Vicus Capital's 13F filing for Q4 2024, filed 30 Jan 2025.