AWM
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Alterna Wealth Management’s Bunge Global BG Stock Holding History

Alterna 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
2023
Q3 		– Sell
-2,424
Closed -$229K – 77
2023
Q2 		$229K Buy
2,424
+250
+11% +$23.2K 0.26% 86
2023
Q1 		$208K Sell
2,174
-155
-7% -$15.1K 0.26% 93
2022
Q4 		$232K Buy
+2,329
New +$224K 0.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alterna Wealth Management's BG Position: Q3 2023 in Review

Alterna Wealth Management sold out of Bunge Global (BG) in Q3 2023, closing a stake of 2,424 shares — an estimated $229K sold.

Alterna Wealth Management first reported a position in BG in Q4 2022 and held it in 3 quarters. The position peaked at $232K in Q4 2022. 608 funds tracked by Wall St. Rank hold BG as of Q3 2023.

  • Alterna Wealth Management reported no remaining Bunge Global position as of Q3 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 2,424 Bunge Global shares in Q3 2023, an estimated $229K.
  • Alterna Wealth Management first reported a position in Bunge Global in Q4 2022 and held it in 3 quarters.
  • Alterna Wealth Management's Bunge Global position peaked at $232K in Q4 2022.
  • 608 funds tracked by Wall St. Rank held Bunge Global as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.