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Wealthspire Advisors (Maryland)’s Bunge Global BG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-223
Closed -$12K – 630
2019
Q1 		$12K Sell
223
-14
-6% -$743 ﹤0.01% 1448
2018
Q4 		$13K Buy
237
+85
+56% +$5.25K ﹤0.01% 1366
2018
Q3 		$10K Sell
152
-54
-26% -$3.56K ﹤0.01% 1506
2018
Q2 		$14K Buy
206
+2
+1% +$143 ﹤0.01% 1431
2018
Q1 		$15K Buy
204
+19
+10% +$1.44K ﹤0.01% 1389
2017
Q4 		$12K Buy
185
+8
+5% +$544 ﹤0.01% 1509
2017
Q3 		$12K Sell
177
-138
-44% -$10.4K ﹤0.01% 1495
2017
Q2 		$23K Buy
315
+23
+8% +$1.75K ﹤0.01% 1213
2017
Q1 		$23K Buy
292
+31
+12% +$2.32K ﹤0.01% 1033
2016
Q4 		$19K Sell
261
-88
-25% -$5.86K ﹤0.01% 1032
2016
Q3 		$21K Buy
349
+28
+9% +$1.74K ﹤0.01% 1033
2016
Q2 		$19K Sell
321
-6
-2% -$367 ﹤0.01% 1001
2016
Q1 		$19K Sell
327
-16
-5% -$913 ﹤0.01% 982
2015
Q4 		$23K Buy
+343
New +$24.2K ﹤0.01% 922

Other funds holding BG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bunge Global (BG) in Q2 2019, closing a stake of 223 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in BG in Q4 2015 and held it in 14 quarters. The position peaked at $23K in Q2 2017. 364 funds tracked by Wall St. Rank hold BG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bunge Global position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 223 Bunge Global shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Bunge Global in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Bunge Global position peaked at $23K in Q2 2017.
  • 364 funds tracked by Wall St. Rank held Bunge Global as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.