U.S. Capital Wealth Advisors
BG icon

U.S. Capital Wealth Advisors’s Bunge Global BG Stock Holding History

U.S. Capital 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
2024
Q3 		– Sell
-5,197
Closed -$555K – 703
2024
Q2 		$555K Hold
5,197
– – 0.02% 431
2024
Q1 		$533K Buy
5,197
+1,451
+39% +$136K 0.02% 459
2023
Q4 		$378K Buy
3,746
+1
+0% +$105 0.02% 503
2023
Q3 		$405K Sell
3,745
-6
-0.2% -$658 0.02% 464
2023
Q2 		$354K Sell
3,751
-18,799
-83% -$1.74M 0.02% 500
2023
Q1 		$2.15M Buy
22,550
+2,503
+12% +$243K 0.1% 193
2022
Q4 		$2M Sell
20,047
-1,973
-9% -$189K 0.09% 207
2022
Q3 		$1.82M Buy
22,020
+750
+4% +$69.9K 0.09% 207
2022
Q2 		$1.93M Buy
21,270
+1,050
+5% +$117K 0.08% 222
2022
Q1 		$2.24M Buy
20,220
+513
+3% +$52.5K 0.08% 225
2021
Q4 		$1.84M Hold
19,707
– – 0.07% 280
2021
Q3 		$1.6M Buy
+19,707
New +$1.52M 0.07% 296

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

U.S. Capital Wealth Advisors's BG Position: Q3 2024 in Review

U.S. Capital Wealth Advisors sold out of Bunge Global (BG) in Q3 2024, closing a stake of 5,197 shares — an estimated $555K sold.

U.S. Capital Wealth Advisors first reported a position in BG in Q3 2021 and held it in 12 quarters. The position peaked at $2.24M in Q1 2022. 620 funds tracked by Wall St. Rank hold BG as of Q3 2024.

  • U.S. Capital Wealth Advisors reported no remaining Bunge Global position as of Q3 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 5,197 Bunge Global shares in Q3 2024, an estimated $555K.
  • U.S. Capital Wealth Advisors first reported a position in Bunge Global in Q3 2021 and held it in 12 quarters.
  • U.S. Capital Wealth Advisors's Bunge Global position peaked at $2.24M in Q1 2022.
  • 620 funds tracked by Wall St. Rank held Bunge Global as of Q3 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.