Fortis Advisors’s Bunge Global BG Stock Holding History

Fortis Advisors’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 Q3	–	Sell	-3,810	Closed	-$407K	–	108
2024 Q2	$407K	Sell	3,810 -350	-8%	-$36.7K	0.29%	59
2024 Q1	$426K	Hold	4,160	–	–	0.29%	57
2023 Q4	$420K	Sell	4,160 -600	-13%	-$62.9K	0.3%	53
2023 Q3	$515K	Hold	4,760	–	–	0.39%	43
2023 Q2	$449K	Hold	4,760	–	–	0.32%	45
2023 Q1	$455K	Hold	4,760	–	–	0.3%	46
2022 Q4	$475K	Hold	4,760	–	–	0.36%	40
2022 Q3	$393K	Buy	4,760 +550	+13%	+$51.2K	0.28%	51
2022 Q2	$382K	Buy	4,210 +300	+8%	+$33.3K	0.25%	58
2022 Q1	$433K	Hold	3,910	–	–	0.24%	58
2021 Q4	$365K	Buy	3,910 +1,310	+50%	+$117K	0.21%	69
2021 Q3	$211K	Buy	2,600 +600	+30%	+$46.3K	0.13%	90
2021 Q2	$156K	Buy	+2,000	New	+$169K	0.09%	112
2019 Q3	–	Sell	-625	Closed	-$35K	–	305
2019 Q2	$35K	Hold	625	–	–	0.02%	257
2019 Q1	$33K	Sell	625 -75	-11%	-$3.98K	0.02%	246
2018 Q4	$37K	Hold	700	–	–	0.02%	235
2018 Q3	$48K	Hold	700	–	–	0.03%	204
2018 Q2	$49K	Buy	700 +625	+833%	+$44.7K	0.03%	206
2018 Q1	$6K	Hold	75	–	–	﹤0.01%	272
2017 Q4	$5K	Hold	75	–	–	﹤0.01%	262
2017 Q3	$5K	Buy	+75	New	+$5.68K	﹤0.01%	260

Other funds holding BG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fortis Advisors's BG Position: Q3 2024 in Review

Fortis Advisors sold out of Bunge Global (BG) in Q3 2024, closing a stake of 3,810 shares — an estimated $407K sold.

Fortis Advisors first reported a position in BG in Q3 2017 and held it in 21 quarters. The position peaked at $515K in Q3 2023. 619 funds tracked by Wall St. Rank hold BG as of Q3 2024.

Fortis Advisors reported no remaining Bunge Global position as of Q3 2024 after selling out during the quarter.
Fortis Advisors sold 3,810 Bunge Global shares in Q3 2024, an estimated $407K.
Fortis Advisors first reported a position in Bunge Global in Q3 2017 and held it in 21 quarters.
Fortis Advisors's Bunge Global position peaked at $515K in Q3 2023.
619 funds tracked by Wall St. Rank held Bunge Global as of Q3 2024.

Based on Fortis Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.