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Integrated Wealth Concepts’s Bunge Global BG Stock Holding History

Integrated Wealth Concepts’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
2024
Q3 		– Sell
-24,921
Closed -$2.66M – 1679
2024
Q2 		$2.66M Buy
24,921
+1,142
+5% +$120K 0.04% 421
2024
Q1 		$2.44M Buy
23,779
+9,165
+63% +$858K 0.04% 449
2023
Q4 		$1.48M Buy
14,614
+2,438
+20% +$256K 0.02% 589
2023
Q3 		$1.32M Buy
12,176
+5,132
+73% +$562K 0.02% 578
2023
Q2 		$665K Sell
7,044
-5,619
-44% -$522K 0.01% 855
2023
Q1 		$1.21M Buy
+12,663
New +$1.23M 0.02% 551

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Integrated Wealth Concepts's BG Position: Q3 2024 in Review

Integrated Wealth Concepts sold out of Bunge Global (BG) in Q3 2024, closing a stake of 24,921 shares — an estimated $2.66M sold.

Integrated Wealth Concepts first reported a position in BG in Q1 2023 and held it in 6 quarters. The position peaked at $2.66M in Q2 2024. 618 funds tracked by Wall St. Rank hold BG as of Q3 2024.

  • Integrated Wealth Concepts reported no remaining Bunge Global position as of Q3 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 24,921 Bunge Global shares in Q3 2024, an estimated $2.66M.
  • Integrated Wealth Concepts first reported a position in Bunge Global in Q1 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's Bunge Global position peaked at $2.66M in Q2 2024.
  • 618 funds tracked by Wall St. Rank held Bunge Global as of Q3 2024.

Based on Integrated Wealth Concepts's 13F filing for Q3 2024, filed 14 Nov 2024.