WR
BGS icon

WD Rutherford’s B&G Foods BGS Stock Holding History

WD Rutherford’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
Q1 		– Sell
-8,310
Closed -$92.7K – 85
2022
Q4 		$92.7K Sell
8,310
-9,470
-53% -$132K 0.07% 82
2022
Q3 		$293K Hold
17,780
– – 0.24% 63
2022
Q2 		$423K Buy
17,780
+16,125
+974% +$401K 0.33% 53
2022
Q1 		$45K Hold
1,655
– – 0.03% 107
2021
Q4 		$51K Hold
1,655
– – 0.03% 106
2021
Q3 		$49K Buy
1,655
+650
+65% +$19.5K 0.03% 108
2021
Q2 		$33K Hold
1,005
– – 0.02% 109
2021
Q1 		$31K Hold
1,005
– – 0.02% 108
2020
Q4 		$28K Buy
+1,005
New +$28.3K 0.02% 102

Other funds holding BGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WD Rutherford's BGS Position: Q1 2023 in Review

WD Rutherford sold out of B&G Foods (BGS) in Q1 2023, closing a stake of 8,310 shares — an estimated $92.7K sold.

WD Rutherford first reported a position in BGS in Q4 2020 and held it in 9 quarters. The position peaked at $423K in Q2 2022. 253 funds tracked by Wall St. Rank hold BGS as of Q1 2023.

  • WD Rutherford reported no remaining B&G Foods position as of Q1 2023 after selling out during the quarter.
  • WD Rutherford sold 8,310 B&G Foods shares in Q1 2023, an estimated $92.7K.
  • WD Rutherford first reported a position in B&G Foods in Q4 2020 and held it in 9 quarters.
  • WD Rutherford's B&G Foods position peaked at $423K in Q2 2022.
  • 253 funds tracked by Wall St. Rank held B&G Foods as of Q1 2023.

Based on WD Rutherford's 13F filing for Q1 2023, filed 11 Apr 2023.