SPWM
BG icon

Spartan Planning & Wealth Management’s Bunge Global BG Stock Holding History

Spartan Planning & 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
2023
Q4 		$43K Sell
426
-1,940
-82% -$203K 0.05% 148
2023
Q3 		$256K Buy
+2,366
New +$259K 0.3% 50
2022
Q4 		$267K Buy
+2,678
New +$257K 0.33% 50
2022
Q3 		– Sell
-2,009
Closed -$182K – 76
2022
Q2 		$182K Buy
+2,009
New +$223K 0.24% 34

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Spartan Planning & Wealth Management's BG Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Bunge Global (BG) stake by 82% in Q4 2023, selling an estimated $203K and leaving 426 shares worth $43K. The position accounts for 0.05% of the portfolio, ranked #148.

Spartan Planning & Wealth Management first reported a position in BG in Q2 2022 and has held it in 4 quarters since. The position peaked at $267K in Q4 2022. 600 funds tracked by Wall St. Rank hold BG as of Q4 2023.

  • Spartan Planning & Wealth Management held 426 shares of Bunge Global worth $43K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 1,940 Bunge Global shares in Q4 2023, an estimated $203K.
  • Bunge Global made up 0.05% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #148 holding.
  • Spartan Planning & Wealth Management first reported a position in Bunge Global in Q2 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's Bunge Global position peaked at $267K in Q4 2022.
  • 600 funds tracked by Wall St. Rank held Bunge Global as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.