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First Trust Direct Indexing’s Bunge Global BG Stock Holding History

First Trust Direct Indexing’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 		– Sell
-2,425
Closed -$234K – 102
2024
Q3 		$234K Buy
2,425
+551
+29% +$56.4K 0.01% 856
2024
Q2 		$200K Buy
+1,874
New +$197K 0.01% 844

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

First Trust Direct Indexing's BG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Bunge Global (BG) in Q4 2024, closing a stake of 2,425 shares — an estimated $234K sold.

First Trust Direct Indexing first reported a position in BG in Q2 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 596 funds tracked by Wall St. Rank hold BG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Bunge Global position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,425 Bunge Global shares in Q4 2024, an estimated $234K.
  • First Trust Direct Indexing first reported a position in Bunge Global in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Bunge Global position peaked at $234K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Bunge Global as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.