TCI Wealth Advisors’s Bunge Global BG Stock Holding History

TCI 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 Q2	–	Sell	-114	Closed	-$10.9K	–	438
2023 Q1	$10.9K	Sell	114 -1	-0.9%	-$97	﹤0.01%	1039
2022 Q4	$11.5K	Sell	115 -267	-70%	-$25.6K	﹤0.01%	977
2022 Q3	$32K	Buy	382 +188	+97%	+$17.5K	0.01%	493
2022 Q2	$18K	Buy	194 +88	+83%	+$9.76K	﹤0.01%	680
2022 Q1	$12K	Hold	106	–	–	﹤0.01%	962
2021 Q4	$10K	Hold	106	–	–	﹤0.01%	1141
2021 Q3	$9K	Hold	106	–	–	﹤0.01%	1143
2021 Q2	$8K	Hold	106	–	–	﹤0.01%	1087
2021 Q1	$8K	Hold	106	–	–	﹤0.01%	965
2020 Q4	$7K	Hold	106	–	–	﹤0.01%	735
2020 Q3	$5K	Buy	+106	New	+$4.74K	﹤0.01%	749
2020 Q1	–	Sell	-74	Closed	-$4K	–	1481
2019 Q4	$4K	Hold	74	–	–	﹤0.01%	897
2019 Q3	$4K	Hold	74	–	–	﹤0.01%	849
2019 Q2	$4K	Buy	+74	New	+$3.95K	﹤0.01%	802
2016 Q4	–	Sell	-38	Closed	-$2K	–	1360
2016 Q3	$2K	Hold	38	–	–	﹤0.01%	945
2016 Q2	$2K	Hold	38	–	–	﹤0.01%	910
2016 Q1	$2K	Buy	+38	New	+$2.17K	﹤0.01%	923

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

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

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

TCI Wealth Advisors's BG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Bunge Global (BG) in Q2 2023, closing a stake of 114 shares — an estimated $10.9K sold.

TCI Wealth Advisors first reported a position in BG in Q1 2016 and held it in 17 quarters. The position peaked at $32K in Q3 2022. 623 funds tracked by Wall St. Rank hold BG as of Q2 2023.

TCI Wealth Advisors reported no remaining Bunge Global position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 114 Bunge Global shares in Q2 2023, an estimated $10.9K.
TCI Wealth Advisors first reported a position in Bunge Global in Q1 2016 and held it in 17 quarters.
TCI Wealth Advisors's Bunge Global position peaked at $32K in Q3 2022.
623 funds tracked by Wall St. Rank held Bunge Global as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.