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Alaethes Wealth’s Bunge Global BG Stock Holding History

Alaethes Wealth’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
2024
Q2 		– Sell
-11,063
Closed -$1.13M – 109
2024
Q1 		$1.13M Buy
11,063
+713
+7% +$66.7K 0.5% 82
2023
Q4 		$1.04M Buy
10,350
+585
+6% +$61.3K 0.49% 80
2023
Q3 		$1.06M Buy
9,765
+568
+6% +$62.2K 0.58% 72
2023
Q2 		$868K Buy
9,197
+440
+5% +$40.8K 0.48% 85
2023
Q1 		$836K Buy
8,757
+573
+7% +$55.7K 0.49% 83
2022
Q4 		$817K Buy
+8,184
New +$786K 0.56% 76

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alaethes Wealth's BG Position: Q2 2024 in Review

Alaethes Wealth sold out of Bunge Global (BG) in Q2 2024, closing a stake of 11,063 shares — an estimated $1.13M sold.

Alaethes Wealth first reported a position in BG in Q4 2022 and held it in 6 quarters. The position peaked at $1.13M in Q1 2024. 624 funds tracked by Wall St. Rank hold BG as of Q2 2024.

  • Alaethes Wealth reported no remaining Bunge Global position as of Q2 2024 after selling out during the quarter.
  • Alaethes Wealth sold 11,063 Bunge Global shares in Q2 2024, an estimated $1.13M.
  • Alaethes Wealth first reported a position in Bunge Global in Q4 2022 and held it in 6 quarters.
  • Alaethes Wealth's Bunge Global position peaked at $1.13M in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Bunge Global as of Q2 2024.

Based on Alaethes Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.