Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Wells Fargo’s
Birks Group
BGI
Stock Holding History
Wells Fargo’s Portfolio
BGI Stock Details
BGI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-1
Closed
-$1
–
6917
2024
Q2
$1
Hold
1
–
–
﹤0.01%
6811
2024
Q1
$2
Hold
1
–
–
﹤0.01%
7444
2023
Q4
$2
Sell
1
-2,250
-100%
-$8.98K
﹤0.01%
7537
2023
Q3
$10.1K
Buy
2,251
+2,250
+225,000%
+$9.2K
﹤0.01%
5809
2023
Q2
$3
Buy
+1
New
+$8
﹤0.01%
7535
2023
Q1
–
Sell
-1
Closed
-$8
–
7603
2022
Q4
$8
Hold
1
–
–
﹤0.01%
7388
2022
Q3
$0
Hold
1
–
–
﹤0.01%
6661
2022
Q2
$0
Hold
1
–
–
﹤0.01%
6802
2022
Q1
$0
Hold
1
–
–
﹤0.01%
7060
2021
Q4
$0
Hold
1
–
–
﹤0.01%
7217
2021
Q3
$0
Buy
+1
New
+$3
﹤0.01%
6969
Other funds holding BGI
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
ISL
Ingalls & Snyder LLC
New York
$2.83B AUM
21.61%
1-Year Est. Return
CA
Centerpoint Advisors
Needham, Massachusetts
$307M AUM
19.69%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
FCA
FinTrust Capital Advisors
Greenville, South Carolina
$591M AUM
26.89%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close