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Avantax Advisory Services’s Bunge Global BG Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-2,710
Closed -$207K – 2367
2025
Q1 		$207K Sell
2,710
-5,712
-68% -$428K ﹤0.01% 2086
2024
Q4 		$655K Sell
8,422
-590
-7% -$51.8K ﹤0.01% 1277
2024
Q3 		$871K Buy
9,012
+569
+7% +$58.2K 0.01% 1102
2024
Q2 		$902K Sell
8,443
-322
-4% -$33.8K 0.01% 1041
2024
Q1 		$899K Buy
+8,765
New +$820K 0.01% 794
2023
Q2 		– Sell
-2,319
Closed -$222K – 1511
2023
Q1 		$222K Buy
+2,319
New +$225K ﹤0.01% 1310

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's BG Position: Q2 2025 in Review

Avantax Advisory Services sold out of Bunge Global (BG) in Q2 2025, closing a stake of 2,710 shares — an estimated $207K sold.

Avantax Advisory Services first reported a position in BG in Q1 2023 and held it in 6 quarters. The position peaked at $902K in Q2 2024. 609 funds tracked by Wall St. Rank hold BG as of Q2 2025.

  • Avantax Advisory Services reported no remaining Bunge Global position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 2,710 Bunge Global shares in Q2 2025, an estimated $207K.
  • Avantax Advisory Services first reported a position in Bunge Global in Q1 2023 and held it in 6 quarters.
  • Avantax Advisory Services's Bunge Global position peaked at $902K in Q2 2024.
  • 609 funds tracked by Wall St. Rank held Bunge Global as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.