Modera Wealth Management’s Bunge Global BG Stock Holding History

Modera Wealth Management’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	-3,404	Closed	-$318K	–	383
2021 Q4	$318K	Buy	+3,404	New	+$304K	0.01%	386

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Modera Wealth Management's BG Position: Q1 2022 in Review

Modera Wealth Management sold out of Bunge Global (BG) in Q1 2022, closing a stake of 3,404 shares — an estimated $318K sold.

Modera Wealth Management first reported a position in BG in Q4 2021 and held it in 1 quarter. The position peaked at $318K in Q4 2021. 578 funds tracked by Wall St. Rank hold BG as of Q1 2022.

Modera Wealth Management reported no remaining Bunge Global position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 3,404 Bunge Global shares in Q1 2022, an estimated $318K.
Modera Wealth Management first reported a position in Bunge Global in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Bunge Global position peaked at $318K in Q4 2021.
578 funds tracked by Wall St. Rank held Bunge Global as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.