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WR Wealth Planners’s Bunge Global BG Stock Holding History

WR Wealth Planners’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
Q4 		$5.37K Buy
69
+29
+73% +$2.55K ﹤0.01% 686
2024
Q3 		$3.87K Buy
40
+8
+25% +$818 ﹤0.01% 785
2024
Q2 		$3.42K Buy
+32
New +$3.36K ﹤0.01% 781

Other funds holding BG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

WR Wealth Planners's BG Position: Q4 2024 in Review

WR Wealth Planners increased its Bunge Global (BG) stake by 73% in Q4 2024, buying an estimated $2.55K and bringing the position to 69 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

WR Wealth Planners first reported a position in BG in Q2 2024 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold BG as of Q4 2024.

  • WR Wealth Planners held 69 shares of Bunge Global worth $5.37K as of Q4 2024.
  • WR Wealth Planners bought 29 Bunge Global shares in Q4 2024, an estimated $2.55K.
  • Bunge Global made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #686 holding.
  • WR Wealth Planners first reported a position in Bunge Global in Q2 2024 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held Bunge Global as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.