Wellington Management Group
BFST icon

Wellington Management Group’s Business First Bancshares BFST Stock Holding History

Wellington Management Group’s Portfolio BFST Stock Details BFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-788,131
Closed -$17.4M – 2000
2022
Q4 		$17.4M Buy
+788,131
New +$18.1M ﹤0.01% 948

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CRC
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BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Wellington Management Group's BFST Position: Q1 2023 in Review

Wellington Management Group sold out of Business First Bancshares (BFST) in Q1 2023, closing a stake of 788,131 shares — an estimated $17.4M sold.

Wellington Management Group first reported a position in BFST in Q4 2022 and held it in 1 quarter. The position peaked at $17.4M in Q4 2022. 99 funds tracked by Wall St. Rank hold BFST as of Q1 2023.

  • Wellington Management Group reported no remaining Business First Bancshares position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 788,131 Business First Bancshares shares in Q1 2023, an estimated $17.4M.
  • Wellington Management Group first reported a position in Business First Bancshares in Q4 2022 and held it in 1 quarter.
  • Wellington Management Group's Business First Bancshares position peaked at $17.4M in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Business First Bancshares as of Q1 2023.

Based on Wellington Management Group's 13F filing for Q1 2023, filed 12 May 2023.