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TFO Wealth Partners’s Bunge Global BG Stock Holding History

TFO 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
Q2 		– Sell
-5
Closed -$513 – 138
2024
Q1 		$513 Buy
+5
New +$468 ﹤0.01% 261
2023
Q4 		– Sell
-5
Closed -$472 – 949
2023
Q3 		$472 Hold
5
– – ﹤0.01% 470
2023
Q2 		$472 Hold
5
– – ﹤0.01% 294
2023
Q1 		$478 Sell
5
-70
-93% -$6.8K ﹤0.01% 257
2022
Q4 		$20K Buy
+75
New +$7.2K ﹤0.01% 83

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's BG Position: Q2 2024 in Review

TFO Wealth Partners sold out of Bunge Global (BG) in Q2 2024, closing a stake of 5 shares — an estimated $513 sold.

TFO Wealth Partners first reported a position in BG in Q4 2022 and held it in 5 quarters. The position peaked at $20K in Q4 2022. 624 funds tracked by Wall St. Rank hold BG as of Q2 2024.

  • TFO Wealth Partners reported no remaining Bunge Global position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 Bunge Global shares in Q2 2024, an estimated $513.
  • TFO Wealth Partners first reported a position in Bunge Global in Q4 2022 and held it in 5 quarters.
  • TFO Wealth Partners's Bunge Global position peaked at $20K in Q4 2022.
  • 624 funds tracked by Wall St. Rank held Bunge Global as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.