Wealth Alliance’s Bunge Global BG Stock Holding History

Wealth Alliance’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 Q1	–	Sell	-2,859	Closed	-$285K	–	505
2022 Q4	$285K	Buy	2,859 +18	+0.6%	+$1.73K	0.05%	361
2022 Q3	$235K	Buy	2,841 +18	+0.6%	+$1.68K	0.05%	384
2022 Q2	$256K	Buy	+2,823	New	+$313K	0.05%	365

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

Wealth Alliance's BG Position: Q1 2023 in Review

Wealth Alliance sold out of Bunge Global (BG) in Q1 2023, closing a stake of 2,859 shares — an estimated $285K sold.

Wealth Alliance first reported a position in BG in Q2 2022 and held it in 3 quarters. The position peaked at $285K in Q4 2022. 609 funds tracked by Wall St. Rank hold BG as of Q1 2023.

Wealth Alliance reported no remaining Bunge Global position as of Q1 2023 after selling out during the quarter.
Wealth Alliance sold 2,859 Bunge Global shares in Q1 2023, an estimated $285K.
Wealth Alliance first reported a position in Bunge Global in Q2 2022 and held it in 3 quarters.
Wealth Alliance's Bunge Global position peaked at $285K in Q4 2022.
609 funds tracked by Wall St. Rank held Bunge Global as of Q1 2023.

Based on Wealth Alliance's 13F filing for Q1 2023, filed 11 May 2023.