Avitas Wealth Management’s Bunge Global BG Stock Holding History

Avitas 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
2022 Q3	–	Sell	-13,433	Closed	-$1.22M	–	187
2022 Q2	$1.22M	Buy	+13,433	New	+$1.49M	0.27%	110

Other funds holding BG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avitas Wealth Management's BG Position: Q3 2022 in Review

Avitas Wealth Management sold out of Bunge Global (BG) in Q3 2022, closing a stake of 13,433 shares — an estimated $1.22M sold.

Avitas Wealth Management first reported a position in BG in Q2 2022 and held it in 1 quarter. The position peaked at $1.22M in Q2 2022. 566 funds tracked by Wall St. Rank hold BG as of Q3 2022.

Avitas Wealth Management reported no remaining Bunge Global position as of Q3 2022 after selling out during the quarter.
Avitas Wealth Management sold 13,433 Bunge Global shares in Q3 2022, an estimated $1.22M.
Avitas Wealth Management first reported a position in Bunge Global in Q2 2022 and held it in 1 quarter.
Avitas Wealth Management's Bunge Global position peaked at $1.22M in Q2 2022.
566 funds tracked by Wall St. Rank held Bunge Global as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.