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Cassady Schiller Wealth Management’s Bunge Global BG Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.09K Buy
14
+11
+367% +$966 ﹤0.01% 765
2024
Q3 		$290 Hold
3
– – ﹤0.01% 455
2024
Q2 		$320 Hold
3
– – ﹤0.01% 458
2024
Q1 		$308 Buy
+3
New +$281 ﹤0.01% 487

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

Cassady Schiller Wealth Management's BG Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Bunge Global (BG) stake by 367% in Q4 2024, buying an estimated $966 and bringing the position to 14 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Cassady Schiller Wealth Management first reported a position in BG in Q1 2024 and has held it in 4 quarters since. 596 funds tracked by Wall St. Rank hold BG as of Q4 2024.

  • Cassady Schiller Wealth Management held 14 shares of Bunge Global worth $1.09K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 11 Bunge Global shares in Q4 2024, an estimated $966.
  • Bunge Global made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #765 holding.
  • Cassady Schiller Wealth Management first reported a position in Bunge Global in Q1 2024 and has held it in 4 quarters since.
  • 596 funds tracked by Wall St. Rank held Bunge Global as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.