Fiduciary Alliance’s Bunge Global BG Stock Holding History

Fiduciary Alliance’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 Q2	–	Sell	-22,764	Closed	-$2.11M	–	1001
2023 Q1	$2.17M	Buy	22,764 +912	+4%	+$88.6K	0.55%	50
2022 Q4	$2.18M	Buy	+21,852	New	+$2.1M	0.56%	51

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fiduciary Alliance's BG Position: Q2 2023 in Review

Fiduciary Alliance sold out of Bunge Global (BG) in Q2 2023, closing a stake of 22,764 shares — an estimated $2.11M sold.

Fiduciary Alliance first reported a position in BG in Q4 2022 and held it in 2 quarters. The position peaked at $2.18M in Q4 2022. 623 funds tracked by Wall St. Rank hold BG as of Q2 2023.

Fiduciary Alliance reported no remaining Bunge Global position as of Q2 2023 after selling out during the quarter.
Fiduciary Alliance sold 22,764 Bunge Global shares in Q2 2023, an estimated $2.11M.
Fiduciary Alliance first reported a position in Bunge Global in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Bunge Global position peaked at $2.18M in Q4 2022.
623 funds tracked by Wall St. Rank held Bunge Global as of Q2 2023.

Based on Fiduciary Alliance's 13F filing for Q2 2023, filed 18 Jul 2023.