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Simplicity Wealth’s Bunge Global BG Stock Holding History

Simplicity Wealth’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
-3,955
Closed -$382K – 352
2024
Q3 		$382K Sell
3,955
-35,483
-90% -$3.63M 0.04% 349
2024
Q2 		$4.21M Sell
39,438
-1,976
-5% -$207K 0.1% 211
2024
Q1 		$4.25M Buy
+41,414
New +$3.88M 0.1% 206

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

Simplicity Wealth's BG Position: Q4 2024 in Review

Simplicity Wealth sold out of Bunge Global (BG) in Q4 2024, closing a stake of 3,955 shares — an estimated $382K sold.

Simplicity Wealth first reported a position in BG in Q1 2024 and held it in 3 quarters. The position peaked at $4.25M in Q1 2024. 596 funds tracked by Wall St. Rank hold BG as of Q4 2024.

  • Simplicity Wealth reported no remaining Bunge Global position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,955 Bunge Global shares in Q4 2024, an estimated $382K.
  • Simplicity Wealth first reported a position in Bunge Global in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Bunge Global position peaked at $4.25M in Q1 2024.
  • 596 funds tracked by Wall St. Rank held Bunge Global as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.