9WM
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9258 Wealth Management’s Bunge Global BG Stock Holding History

9258 Wealth Management’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,775
Closed -$200K – 183
2019
Q1 		$200K Sell
3,775
-491
-12% -$26.1K 0.17% 153
2018
Q4 		$228K Buy
+4,266
New +$263K 0.22% 139

Other funds holding BG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

9258 Wealth Management's BG Position: Q2 2019 in Review

9258 Wealth Management sold out of Bunge Global (BG) in Q2 2019, closing a stake of 3,775 shares — an estimated $200K sold.

9258 Wealth Management first reported a position in BG in Q4 2018 and held it in 2 quarters. The position peaked at $228K in Q4 2018. 364 funds tracked by Wall St. Rank hold BG as of Q2 2019.

  • 9258 Wealth Management reported no remaining Bunge Global position as of Q2 2019 after selling out during the quarter.
  • 9258 Wealth Management sold 3,775 Bunge Global shares in Q2 2019, an estimated $200K.
  • 9258 Wealth Management first reported a position in Bunge Global in Q4 2018 and held it in 2 quarters.
  • 9258 Wealth Management's Bunge Global position peaked at $228K in Q4 2018.
  • 364 funds tracked by Wall St. Rank held Bunge Global as of Q2 2019.

Based on 9258 Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.