AWM
BG icon

Avior Wealth Management’s Bunge Global BG Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-61
Closed -$4.74K – 899
2024
Q4 		$4.74K Buy
61
+19
+45% +$1.67K ﹤0.01% 1877
2024
Q3 		$4.06K Buy
42
+2
+5% +$205 ﹤0.01% 1847
2024
Q2 		$4.27K Sell
40
-310
-89% -$32.5K ﹤0.01% 1770
2024
Q1 		$35.9K Buy
350
+282
+415% +$26.4K ﹤0.01% 1362
2023
Q4 		$6.86K Hold
68
– – ﹤0.01% 1064
2023
Q3 		$7.36K Hold
68
– – ﹤0.01% 1090
2023
Q2 		$6.42K Hold
68
– – ﹤0.01% 1109
2023
Q1 		$6.5K Buy
+68
New +$6.61K ﹤0.01% 1136
2020
Q3 		– Sell
-10
Closed – – 920
2020
Q2 		$0 Hold
10
– – ﹤0.01% 895
2020
Q1 		$0 Hold
10
– – ﹤0.01% 771
2019
Q4 		$0 Hold
10
– – ﹤0.01% 787
2019
Q3 		$0 Hold
10
– – ﹤0.01% 781
2019
Q2 		$1K Buy
+10
New +$533 ﹤0.01% 762
2019
Q1 		– Sell
-10
Closed – – 649
2018
Q4 		$0 Hold
10
– – ﹤0.01% 705
2018
Q3 		$1K Hold
10
– – ﹤0.01% 698
2018
Q2 		$1K Hold
10
– – ﹤0.01% 738
2018
Q1 		$1K Hold
10
– – ﹤0.01% 711
2017
Q4 		$1K Hold
10
– – ﹤0.01% 716
2017
Q3 		$1K Hold
10
– – ﹤0.01% 476
2017
Q2 		$1K Hold
10
– – ﹤0.01% 428
2017
Q1 		$1K Hold
10
– – ﹤0.01% 469
2016
Q4 		$1K Hold
10
– – ﹤0.01% 476
2016
Q3 		$1K Hold
10
– – ﹤0.01% 438
2016
Q2 		$1K Hold
10
– – ﹤0.01% 437
2016
Q1 		$1K Buy
+10
New +$570 ﹤0.01% 459

Other funds holding BG

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Avior Wealth Management's BG Position: Q1 2025 in Review

Avior Wealth Management sold out of Bunge Global (BG) in Q1 2025, closing a stake of 61 shares — an estimated $4.74K sold.

Avior Wealth Management first reported a position in BG in Q1 2016 and held it in 25 quarters. The position peaked at $35.9K in Q1 2024. 591 funds tracked by Wall St. Rank hold BG as of Q1 2025.

  • Avior Wealth Management reported no remaining Bunge Global position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 61 Bunge Global shares in Q1 2025, an estimated $4.74K.
  • Avior Wealth Management first reported a position in Bunge Global in Q1 2016 and held it in 25 quarters.
  • Avior Wealth Management's Bunge Global position peaked at $35.9K in Q1 2024.
  • 591 funds tracked by Wall St. Rank held Bunge Global as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.