WFA
BGS icon

Wipfli Financial Advisors’s B&G Foods BGS Stock Holding History

Wipfli Financial Advisors’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 		$55K Buy
+3,250
New +$72.2K ﹤0.01% 1025

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

Wipfli Financial Advisors's BGS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in B&G Foods (BGS) in Q3 2022: 3,250 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings.

261 funds tracked by Wall St. Rank hold BGS as of Q3 2022.

  • Wipfli Financial Advisors held 3,250 shares of B&G Foods worth $55K as of Q3 2022.
  • B&G Foods was a new Wipfli Financial Advisors position in Q3 2022.
  • B&G Foods made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1025 holding.
  • 261 funds tracked by Wall St. Rank held B&G Foods as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.