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Pacific Capital Wealth Advisors’s Bunge Global BG Stock Holding History

Pacific Capital 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
2024
Q4 		– Sell
-6
Closed -$580 – 415
2024
Q3 		$580 Buy
+6
New +$614 ﹤0.01% 453

Other funds holding BG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pacific Capital Wealth Advisors's BG Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Bunge Global (BG) in Q4 2024, closing a stake of 6 shares — an estimated $580 sold.

Pacific Capital Wealth Advisors first reported a position in BG in Q3 2024 and held it in 1 quarter. The position peaked at $580 in Q3 2024. 596 funds tracked by Wall St. Rank hold BG as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Bunge Global position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 6 Bunge Global shares in Q4 2024, an estimated $580.
  • Pacific Capital Wealth Advisors first reported a position in Bunge Global in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Bunge Global position peaked at $580 in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Bunge Global as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.