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Sax Wealth Advisors’s Bunge Global BG Stock Holding History

Sax Wealth 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
2025
Q1 		– Sell
-3,033
Closed -$236K – 365
2024
Q4 		$236K Sell
3,033
-970
-24% -$85.1K 0.02% 302
2024
Q3 		$387K Sell
4,003
-308
-7% -$31.5K 0.03% 193
2024
Q2 		$460K Buy
+4,311
New +$452K 0.04% 153

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sax Wealth Advisors's BG Position: Q1 2025 in Review

Sax Wealth Advisors sold out of Bunge Global (BG) in Q1 2025, closing a stake of 3,033 shares — an estimated $236K sold.

Sax Wealth Advisors first reported a position in BG in Q2 2024 and held it in 3 quarters. The position peaked at $460K in Q2 2024. 588 funds tracked by Wall St. Rank hold BG as of Q1 2025.

  • Sax Wealth Advisors reported no remaining Bunge Global position as of Q1 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 3,033 Bunge Global shares in Q1 2025, an estimated $236K.
  • Sax Wealth Advisors first reported a position in Bunge Global in Q2 2024 and held it in 3 quarters.
  • Sax Wealth Advisors's Bunge Global position peaked at $460K in Q2 2024.
  • 588 funds tracked by Wall St. Rank held Bunge Global as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.