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Resurgent Financial Advisors’s Bunge Global BG Stock Holding History

Resurgent Financial 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
2023
Q2 		– Sell
-2,903
Closed -$277K – 508
2023
Q1 		$277K Buy
2,903
+244
+9% +$23.7K 0.18% 116
2022
Q4 		$265K Buy
+2,659
New +$255K 0.14% 158

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Resurgent Financial Advisors's BG Position: Q2 2023 in Review

Resurgent Financial Advisors sold out of Bunge Global (BG) in Q2 2023, closing a stake of 2,903 shares — an estimated $277K sold.

Resurgent Financial Advisors first reported a position in BG in Q4 2022 and held it in 2 quarters. The position peaked at $277K in Q1 2023. 623 funds tracked by Wall St. Rank hold BG as of Q2 2023.

  • Resurgent Financial Advisors reported no remaining Bunge Global position as of Q2 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,903 Bunge Global shares in Q2 2023, an estimated $277K.
  • Resurgent Financial Advisors first reported a position in Bunge Global in Q4 2022 and held it in 2 quarters.
  • Resurgent Financial Advisors's Bunge Global position peaked at $277K in Q1 2023.
  • 623 funds tracked by Wall St. Rank held Bunge Global as of Q2 2023.

Based on Resurgent Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.