Sutton Wealth Advisors’s Bunge Global BG Stock Holding History

Sutton Wealth 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 Q3	$2.92K	Buy	27 +12	+80%	+$1.31K	﹤0.01%	666
2023 Q2	$1.42K	Hold	15	–	–	﹤0.01%	742
2023 Q1	$1.43K	Hold	15	–	–	﹤0.01%	692
2022 Q4	$1.5K	Buy	+15	New	+$1.44K	﹤0.01%	1245
2020 Q1	–	Sell	-1,056	Closed	-$60.8K	–	1205
2019 Q4	$60.8K	Hold	1,056	–	–	0.03%	271
2019 Q3	$59.8K	Hold	1,056	–	–	0.03%	263
2019 Q2	$58.8K	Hold	1,056	–	–	0.03%	270
2019 Q1	$56K	Hold	1,056	–	–	0.03%	269
2018 Q4	$56.4K	Hold	1,056	–	–	0.04%	256
2018 Q3	$72.6K	Hold	1,056	–	–	0.05%	229
2018 Q2	$73.6K	Hold	1,056	–	–	0.05%	226
2018 Q1	$78.1K	Hold	1,056	–	–	0.06%	218
2017 Q4	$70.8K	Hold	1,056	–	–	0.05%	219
2017 Q3	$73.3K	Hold	1,056	–	–	0.06%	218
2017 Q2	$78.8K	Hold	1,056	–	–	0.06%	211
2017 Q1	$83.7K	Hold	1,056	–	–	0.07%	200
2016 Q4	$76.3K	Hold	1,056	–	–	0.07%	201
2016 Q3	$62.5K	Hold	1,056	–	–	0.06%	220
2016 Q2	$62.5K	Hold	1,056	–	–	0.06%	218
2016 Q1	$59.8K	Buy	+1,056	New	+$60.2K	0.06%	225

Other funds holding BG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's BG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Bunge Global (BG) stake by 80% in Q3 2023, buying an estimated $1.31K and bringing the position to 27 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Sutton Wealth Advisors first reported a position in BG in Q1 2016 and has held it in 20 quarters since. The position peaked at $83.7K in Q1 2017. 609 funds tracked by Wall St. Rank hold BG as of Q3 2023.

Sutton Wealth Advisors held 27 shares of Bunge Global worth $2.92K as of Q3 2023.
Sutton Wealth Advisors bought 12 Bunge Global shares in Q3 2023, an estimated $1.31K.
Bunge Global made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #666 holding.
Sutton Wealth Advisors first reported a position in Bunge Global in Q1 2016 and has held it in 20 quarters since.
Sutton Wealth Advisors's Bunge Global position peaked at $83.7K in Q1 2017.
609 funds tracked by Wall St. Rank held Bunge Global as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.