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Lenox Wealth Advisors’s Bunge Global BG Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-13
Closed -$1K – 780
2021
Q4 		$1K Buy
+13
New +$1.16K ﹤0.01% 799
2019
Q4 		– Sell
-43
Closed -$2K – 730
2019
Q3 		$2K Sell
43
-74
-63% -$4.13K ﹤0.01% 488
2019
Q2 		$7K Sell
117
-64
-35% -$3.41K ﹤0.01% 298
2019
Q1 		$10K Hold
181
– – ﹤0.01% 270
2018
Q4 		$10K Hold
181
– – ﹤0.01% 252
2018
Q3 		$12K Hold
181
– – ﹤0.01% 259
2018
Q2 		$13K Sell
181
-20
-10% -$1.43K ﹤0.01% 305
2018
Q1 		$15K Buy
201
+158
+367% +$11.9K ﹤0.01% 297
2017
Q4 		$3K Buy
+43
New +$2.92K ﹤0.01% 278

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lenox Wealth Advisors's BG Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Bunge Global (BG) in Q1 2022, closing a stake of 13 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BG in Q4 2017 and held it in 9 quarters. The position peaked at $15K in Q1 2018. 578 funds tracked by Wall St. Rank hold BG as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Bunge Global position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 13 Bunge Global shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Bunge Global in Q4 2017 and held it in 9 quarters.
  • Lenox Wealth Advisors's Bunge Global position peaked at $15K in Q1 2018.
  • 578 funds tracked by Wall St. Rank held Bunge Global as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.