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Selective Wealth Management’s Bunge Global BG Stock Holding History

Selective 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
2021
Q2 		– Sell
-175
Closed -$14K – 505
2021
Q1 		$14K Hold
175
– – 0.01% 216
2020
Q4 		$11K Hold
175
– – 0.01% 231
2020
Q3 		$8K Hold
175
– – 0.01% 212
2020
Q2 		$7K Buy
+175
New +$6.79K 0.01% 258

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Selective Wealth Management's BG Position: Q2 2021 in Review

Selective Wealth Management sold out of Bunge Global (BG) in Q2 2021, closing a stake of 175 shares — an estimated $14K sold.

Selective Wealth Management first reported a position in BG in Q2 2020 and held it in 4 quarters. The position peaked at $14K in Q1 2021. 455 funds tracked by Wall St. Rank hold BG as of Q2 2021.

  • Selective Wealth Management reported no remaining Bunge Global position as of Q2 2021 after selling out during the quarter.
  • Selective Wealth Management sold 175 Bunge Global shares in Q2 2021, an estimated $14K.
  • Selective Wealth Management first reported a position in Bunge Global in Q2 2020 and held it in 4 quarters.
  • Selective Wealth Management's Bunge Global position peaked at $14K in Q1 2021.
  • 455 funds tracked by Wall St. Rank held Bunge Global as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.