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GoalVest Advisory’s Bunge Global BG Stock Holding History

GoalVest Advisory’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
-114
Closed -$11K – 385
2024
Q3 		$11K Hold
114
– – ﹤0.01% 314
2024
Q2 		$12.2K Sell
114
-52
-31% -$5.46K ﹤0.01% 265
2024
Q1 		$17K Hold
166
– – 0.01% 278
2023
Q4 		$16.8K Buy
+166
New +$17.4K 0.01% 224

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

GoalVest Advisory's BG Position: Q4 2024 in Review

GoalVest Advisory sold out of Bunge Global (BG) in Q4 2024, closing a stake of 114 shares — an estimated $11K sold.

GoalVest Advisory first reported a position in BG in Q4 2023 and held it in 4 quarters. The position peaked at $17K in Q1 2024. 596 funds tracked by Wall St. Rank hold BG as of Q4 2024.

  • GoalVest Advisory reported no remaining Bunge Global position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 114 Bunge Global shares in Q4 2024, an estimated $11K.
  • GoalVest Advisory first reported a position in Bunge Global in Q4 2023 and held it in 4 quarters.
  • GoalVest Advisory's Bunge Global position peaked at $17K in Q1 2024.
  • 596 funds tracked by Wall St. Rank held Bunge Global as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.