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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

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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return