LVW Advisors’s Bunge Global BG Stock Holding History

LVW 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
2024 Q3	–	Sell	-2,074	Closed	-$221K	–	310
2024 Q2	$221K	Buy	2,074 +34	+2%	+$3.57K	0.03%	272
2024 Q1	$209K	Buy	+2,040	New	+$191K	0.04%	272

Other funds holding BG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LVW Advisors's BG Position: Q3 2024 in Review

LVW Advisors sold out of Bunge Global (BG) in Q3 2024, closing a stake of 2,074 shares — an estimated $221K sold.

LVW Advisors first reported a position in BG in Q1 2024 and held it in 2 quarters. The position peaked at $221K in Q2 2024. 619 funds tracked by Wall St. Rank hold BG as of Q3 2024.

LVW Advisors reported no remaining Bunge Global position as of Q3 2024 after selling out during the quarter.
LVW Advisors sold 2,074 Bunge Global shares in Q3 2024, an estimated $221K.
LVW Advisors first reported a position in Bunge Global in Q1 2024 and held it in 2 quarters.
LVW Advisors's Bunge Global position peaked at $221K in Q2 2024.
619 funds tracked by Wall St. Rank held Bunge Global as of Q3 2024.

Based on LVW Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.