Blue Bell Private Wealth Management’s Bunge Global BG Stock Holding History

Blue Bell Private 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
2025 Q1	–	Sell	-150	Closed	-$11.7K	–	725
2024 Q4	$11.7K	Hold	150	–	–	﹤0.01%	487
2024 Q3	$14.5K	Hold	150	–	–	﹤0.01%	489
2024 Q2	$16K	Hold	150	–	–	﹤0.01%	477
2024 Q1	$15.4K	Sell	150 -57	-28%	-$5.33K	﹤0.01%	481
2023 Q4	$20.9K	Hold	207	–	–	0.01%	425
2023 Q3	$22.4K	Hold	207	–	–	0.01%	346
2023 Q2	$19.5K	Hold	207	–	–	0.01%	353
2023 Q1	$19.8K	Hold	207	–	–	0.01%	320
2022 Q4	$20.7K	Hold	207	–	–	0.01%	308
2022 Q3	$17K	Hold	207	–	–	0.01%	316
2022 Q2	$19K	Buy	207 +20	+11%	+$2.22K	0.01%	315
2022 Q1	$21K	Hold	187	–	–	0.01%	320
2021 Q4	$17K	Buy	+187	New	+$16.7K	﹤0.01%	321

Other funds holding BG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Blue Bell Private Wealth Management's BG Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Bunge Global (BG) in Q1 2025, closing a stake of 150 shares — an estimated $11.7K sold.

Blue Bell Private Wealth Management first reported a position in BG in Q4 2021 and held it in 13 quarters. The position peaked at $22.4K in Q3 2023. 592 funds tracked by Wall St. Rank hold BG as of Q1 2025.

Blue Bell Private Wealth Management reported no remaining Bunge Global position as of Q1 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 150 Bunge Global shares in Q1 2025, an estimated $11.7K.
Blue Bell Private Wealth Management first reported a position in Bunge Global in Q4 2021 and held it in 13 quarters.
Blue Bell Private Wealth Management's Bunge Global position peaked at $22.4K in Q3 2023.
592 funds tracked by Wall St. Rank held Bunge Global as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.