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CBIZ Investment Advisory Services’s Bunge Global BG Stock Holding History

CBIZ Investment 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
2024
Q2 		– Sell
-81
Closed -$8.26K – 403
2024
Q1 		$8.26K Buy
+81
New +$7.58K ﹤0.01% 266

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CBIZ Investment Advisory Services's BG Position: Q2 2024 in Review

CBIZ Investment Advisory Services sold out of Bunge Global (BG) in Q2 2024, closing a stake of 81 shares — an estimated $8.26K sold.

CBIZ Investment Advisory Services first reported a position in BG in Q1 2024 and held it in 1 quarter. The position peaked at $8.26K in Q1 2024. 624 funds tracked by Wall St. Rank hold BG as of Q2 2024.

  • CBIZ Investment Advisory Services reported no remaining Bunge Global position as of Q2 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 81 Bunge Global shares in Q2 2024, an estimated $8.26K.
  • CBIZ Investment Advisory Services first reported a position in Bunge Global in Q1 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Bunge Global position peaked at $8.26K in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Bunge Global as of Q2 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.