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Wealth Advisors of Iowa’s B&G Foods BGS Stock Holding History

Wealth Advisors of Iowa’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
2022
Q3 		– Sell
-26,261
Closed -$708K – 57
2022
Q2 		$708K Hold
26,261
– – 0.12% 53
2022
Q1 		$708K Buy
26,261
+7,899
+43% +$238K 0.35% 27
2021
Q4 		$564K Buy
18,362
+726
+4% +$22.2K 0.31% 29
2021
Q3 		$527K Buy
17,636
+2,606
+17% +$78.2K 0.29% 29
2021
Q2 		$493K Buy
15,030
+4,580
+44% +$141K 0.26% 30
2021
Q1 		$325K Buy
+10,450
New +$329K 0.18% 38

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Advisors of Iowa's BGS Position: Q3 2022 in Review

Wealth Advisors of Iowa sold out of B&G Foods (BGS) in Q3 2022, closing a stake of 26,261 shares — an estimated $708K sold.

Wealth Advisors of Iowa first reported a position in BGS in Q1 2021 and held it in 6 quarters. The position peaked at $708K in Q2 2022. 261 funds tracked by Wall St. Rank hold BGS as of Q3 2022.

  • Wealth Advisors of Iowa reported no remaining B&G Foods position as of Q3 2022 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 26,261 B&G Foods shares in Q3 2022, an estimated $708K.
  • Wealth Advisors of Iowa first reported a position in B&G Foods in Q1 2021 and held it in 6 quarters.
  • Wealth Advisors of Iowa's B&G Foods position peaked at $708K in Q2 2022.
  • 261 funds tracked by Wall St. Rank held B&G Foods as of Q3 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2022, filed 15 Nov 2022.