CFFP
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Center for Financial Planning’s Bunge Global BG Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-47
Closed -$4K – 557
2022
Q3 		$4K Buy
+47
New +$4.38K ﹤0.01% 440

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Center for Financial Planning's BG Position: Q4 2022 in Review

Center for Financial Planning sold out of Bunge Global (BG) in Q4 2022, closing a stake of 47 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in BG in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 613 funds tracked by Wall St. Rank hold BG as of Q4 2022.

  • Center for Financial Planning reported no remaining Bunge Global position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 47 Bunge Global shares in Q4 2022, an estimated $4K.
  • Center for Financial Planning first reported a position in Bunge Global in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Bunge Global position peaked at $4K in Q3 2022.
  • 613 funds tracked by Wall St. Rank held Bunge Global as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.