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Live Oak Private Wealth’s Bunge Global BG Stock Holding History

Live Oak Private Wealth’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
-7,092
Closed -$662K – 172
2021
Q4 		$662K Sell
7,092
-218
-3% -$19.5K 0.12% 108
2021
Q3 		$594K Buy
7,310
+140
+2% +$10.8K 0.12% 115
2021
Q2 		$560K Sell
7,170
-200
-3% -$16.9K 0.12% 109
2021
Q1 		$584K Hold
7,370
– – 0.14% 103
2020
Q4 		$483K Buy
7,370
+735
+11% +$42.9K 0.14% 102
2020
Q3 		$303K Sell
6,635
-2,480
-27% -$111K 0.1% 107
2020
Q2 		$375K Buy
+9,115
New +$353K 0.14% 100

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

Live Oak Private Wealth's BG Position: Q1 2022 in Review

Live Oak Private Wealth sold out of Bunge Global (BG) in Q1 2022, closing a stake of 7,092 shares — an estimated $662K sold.

Live Oak Private Wealth first reported a position in BG in Q2 2020 and held it in 7 quarters. The position peaked at $662K in Q4 2021. 578 funds tracked by Wall St. Rank hold BG as of Q1 2022.

  • Live Oak Private Wealth reported no remaining Bunge Global position as of Q1 2022 after selling out during the quarter.
  • Live Oak Private Wealth sold 7,092 Bunge Global shares in Q1 2022, an estimated $662K.
  • Live Oak Private Wealth first reported a position in Bunge Global in Q2 2020 and held it in 7 quarters.
  • Live Oak Private Wealth's Bunge Global position peaked at $662K in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Bunge Global as of Q1 2022.

Based on Live Oak Private Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.