Patriot Financial Group Insurance Agency’s Bunge Global BG Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-76	Closed	-$7K	–	558
2022 Q2	$7K	Sell	76 -13	-15%	-$1.44K	﹤0.01%	1362
2022 Q1	$10K	Buy	89 +29	+48%	+$2.97K	﹤0.01%	1346
2021 Q4	$6K	Buy	60 +53	+757%	+$4.73K	﹤0.01%	1641
2021 Q3	$1K	Buy	7 +5	+250%	+$386	﹤0.01%	2026
2021 Q2	$0	Sell	2 -1	-33%	-$84	﹤0.01%	2067
2021 Q1	$0	Sell	3 -2	-40%	-$149	﹤0.01%	1973
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1851
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1680
2020 Q2	$0	Buy	5 +3	+150%	+$116	﹤0.01%	1659
2020 Q1	$0	Hold	2	–	–	﹤0.01%	1570
2019 Q4	$0	Hold	2	–	–	﹤0.01%	1319
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1305
2019 Q2	$1K	Buy	+2	New	+$107	﹤0.01%	1186
2017 Q4	–	Sell	-13	Closed	-$1K	–	937
2017 Q3	$1K	Sell	13 -10	-43%	-$757	﹤0.01%	863
2017 Q2	$2K	Buy	+23	New	+$1.75K	﹤0.01%	817

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's BG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Bunge Global (BG) in Q3 2022, closing a stake of 76 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in BG in Q2 2017 and held it in 15 quarters. The position peaked at $10K in Q1 2022. 567 funds tracked by Wall St. Rank hold BG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Bunge Global position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 76 Bunge Global shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Bunge Global in Q2 2017 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's Bunge Global position peaked at $10K in Q1 2022.
567 funds tracked by Wall St. Rank held Bunge Global as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.