WIA
BIG

Wetzel Investment Advisors’s Big Lots, Inc. BIG Stock Holding History

Wetzel Investment Advisors’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2
Closed -$9 – 945
2024
Q2 		$9 Hold
2
– – ﹤0.01% 945
2024
Q1 		$7 Buy
2
+1
+100% +$5 ﹤0.01% 1049
2023
Q4 		$0 Buy
+1
New +$5 ﹤0.01% 1061

Other funds holding BIG

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

Wetzel Investment Advisors's BIG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Big Lots, Inc. (BIG) in Q3 2024, closing a stake of 2 shares — an estimated $9 sold.

Wetzel Investment Advisors first reported a position in BIG in Q4 2023 and held it in 3 quarters. The position peaked at $9 in Q2 2024. 18 funds tracked by Wall St. Rank hold BIG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Big Lots, Inc. position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2 Big Lots, Inc. shares in Q3 2024, an estimated $9.
  • Wetzel Investment Advisors first reported a position in Big Lots, Inc. in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Big Lots, Inc. position peaked at $9 in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.