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Atria Wealth Solutions’s Bunge Global BG Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-2,003
Closed -$214K – 1927
2024
Q2 		$214K Buy
+2,003
New +$210K ﹤0.01% 1728
2024
Q1 		– Sell
-5,262
Closed -$531K – 1966
2023
Q4 		$531K Sell
5,262
-96
-2% -$10.1K 0.01% 1176
2023
Q3 		$580K Sell
5,358
-112
-2% -$12.3K 0.01% 1061
2023
Q2 		$516K Sell
5,470
-359
-6% -$33.3K 0.01% 1142
2023
Q1 		$557K Buy
5,829
+31
+0.5% +$3.01K 0.01% 1067
2022
Q4 		$578K Buy
5,798
+33
+0.6% +$3.17K 0.01% 999
2022
Q3 		$476K Sell
5,765
-170
-3% -$15.8K 0.01% 1048
2022
Q2 		$538K Buy
5,935
+1,839
+45% +$204K 0.01% 933
2022
Q1 		$454K Buy
+4,096
New +$420K 0.01% 1118

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Atria Wealth Solutions's BG Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Bunge Global (BG) in Q3 2024, closing a stake of 2,003 shares — an estimated $214K sold.

Atria Wealth Solutions first reported a position in BG in Q1 2022 and held it in 9 quarters. The position peaked at $580K in Q3 2023. 619 funds tracked by Wall St. Rank hold BG as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Bunge Global position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,003 Bunge Global shares in Q3 2024, an estimated $214K.
  • Atria Wealth Solutions first reported a position in Bunge Global in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Bunge Global position peaked at $580K in Q3 2023.
  • 619 funds tracked by Wall St. Rank held Bunge Global as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.