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Strategic Wealth Partners’s Bunge Global BG Stock Holding History

Strategic Wealth Partners’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
Q1 		– Sell
-4,061
Closed -$410K – 284
2023
Q4 		$410K Sell
4,061
-15,004
-79% -$1.57M 0.05% 205
2023
Q3 		$2.06M Sell
19,065
-2,466
-11% -$270K 0.27% 97
2023
Q2 		$2.03M Buy
21,531
+1,684
+8% +$156K 0.26% 111
2023
Q1 		$1.9M Buy
+19,847
New +$1.93M 0.29% 99

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Strategic Wealth Partners's BG Position: Q1 2024 in Review

Strategic Wealth Partners sold out of Bunge Global (BG) in Q1 2024, closing a stake of 4,061 shares — an estimated $410K sold.

Strategic Wealth Partners first reported a position in BG in Q1 2023 and held it in 4 quarters. The position peaked at $2.06M in Q3 2023. 595 funds tracked by Wall St. Rank hold BG as of Q1 2024.

  • Strategic Wealth Partners reported no remaining Bunge Global position as of Q1 2024 after selling out during the quarter.
  • Strategic Wealth Partners sold 4,061 Bunge Global shares in Q1 2024, an estimated $410K.
  • Strategic Wealth Partners first reported a position in Bunge Global in Q1 2023 and held it in 4 quarters.
  • Strategic Wealth Partners's Bunge Global position peaked at $2.06M in Q3 2023.
  • 595 funds tracked by Wall St. Rank held Bunge Global as of Q1 2024.

Based on Strategic Wealth Partners's 13F filing for Q1 2024, filed 20 May 2024.