KCS Wealth Advisory’s Bunge Global BG Stock Holding History

KCS Wealth Advisory’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 Q2	–	Sell	-2,129	Closed	-$236K	–	151
2022 Q1	$236K	Buy	+2,129	New	+$218K	0.11%	147
2018 Q2	–	Sell	-2,922	Closed	-$216K	–	152
2018 Q1	$216K	Sell	2,922 -54	-2%	-$4.08K	0.2%	150
2017 Q4	$200K	Buy	+2,976	New	+$202K	0.19%	160

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

KCS Wealth Advisory's BG Position: Q2 2022 in Review

KCS Wealth Advisory sold out of Bunge Global (BG) in Q2 2022, closing a stake of 2,129 shares — an estimated $236K sold.

KCS Wealth Advisory first reported a position in BG in Q4 2017 and held it in 3 quarters. The position peaked at $236K in Q1 2022. 598 funds tracked by Wall St. Rank hold BG as of Q2 2022.

KCS Wealth Advisory reported no remaining Bunge Global position as of Q2 2022 after selling out during the quarter.
KCS Wealth Advisory sold 2,129 Bunge Global shares in Q2 2022, an estimated $236K.
KCS Wealth Advisory first reported a position in Bunge Global in Q4 2017 and held it in 3 quarters.
KCS Wealth Advisory's Bunge Global position peaked at $236K in Q1 2022.
598 funds tracked by Wall St. Rank held Bunge Global as of Q2 2022.

Based on KCS Wealth Advisory's 13F filing for Q2 2022, filed 22 Jul 2022.