AWM
BG icon

Axxcess Wealth Management’s Bunge Global BG Stock Holding History

Axxcess 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
Q1 		– Sell
-5,117
Closed -$511K – 640
2022
Q4 		$511K Buy
+5,117
New +$491K 0.04% 355
2022
Q3 		– Sell
-5,645
Closed -$512K – 550
2022
Q2 		$512K Buy
5,645
+669
+13% +$74.2K 0.05% 303
2022
Q1 		$551K Buy
+4,976
New +$510K 0.04% 335

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Axxcess Wealth Management's BG Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Bunge Global (BG) in Q1 2023, closing a stake of 5,117 shares — an estimated $511K sold.

Axxcess Wealth Management first reported a position in BG in Q1 2022 and held it in 3 quarters. The position peaked at $551K in Q1 2022. 609 funds tracked by Wall St. Rank hold BG as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Bunge Global position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,117 Bunge Global shares in Q1 2023, an estimated $511K.
  • Axxcess Wealth Management first reported a position in Bunge Global in Q1 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's Bunge Global position peaked at $551K in Q1 2022.
  • 609 funds tracked by Wall St. Rank held Bunge Global as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.