WealthPLAN Partners’s BGC Group BGC Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-13	Closed	-$68	–	1270
2023 Q1	$68	Buy	+13	New	+$60	﹤0.01%	1298

Other funds holding BGC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

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

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

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

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

WealthPLAN Partners's BGC Position: Q2 2023 in Review

WealthPLAN Partners sold out of BGC Group (BGC) in Q2 2023, closing a stake of 13 shares — an estimated $68 sold.

WealthPLAN Partners first reported a position in BGC in Q1 2023 and held it in 1 quarter. The position peaked at $68 in Q1 2023. 206 funds tracked by Wall St. Rank hold BGC as of Q2 2023.

WealthPLAN Partners reported no remaining BGC Group position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 13 BGC Group shares in Q2 2023, an estimated $68.
WealthPLAN Partners first reported a position in BGC Group in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's BGC Group position peaked at $68 in Q1 2023.
206 funds tracked by Wall St. Rank held BGC Group as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.