VWM
BG icon

Venturi Wealth Management’s Bunge Global BG Stock Holding History

Venturi Wealth Management’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
-319
Closed -$24.8K – 703
2024
Q4 		$24.8K Sell
319
-285
-47% -$25K ﹤0.01% 1211
2024
Q3 		$58.4K Buy
604
+12
+2% +$1.23K ﹤0.01% 717
2024
Q2 		$63.2K Buy
592
+372
+169% +$39K ﹤0.01% 604
2024
Q1 		$22.6K Buy
220
+102
+86% +$9.54K ﹤0.01% 703
2023
Q4 		$11.9K Buy
118
+83
+237% +$8.7K ﹤0.01% 837
2023
Q3 		$3.79K Buy
35
+15
+75% +$1.64K ﹤0.01% 1047
2023
Q2 		$1.89K Hold
20
– – ﹤0.01% 930
2023
Q1 		$1.91K Buy
+20
New +$1.94K ﹤0.01% 1020

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

Venturi Wealth Management's BG Position: Q1 2025 in Review

Venturi Wealth Management sold out of Bunge Global (BG) in Q1 2025, closing a stake of 319 shares — an estimated $24.8K sold.

Venturi Wealth Management first reported a position in BG in Q1 2023 and held it in 8 quarters. The position peaked at $63.2K in Q2 2024. 588 funds tracked by Wall St. Rank hold BG as of Q1 2025.

  • Venturi Wealth Management reported no remaining Bunge Global position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 319 Bunge Global shares in Q1 2025, an estimated $24.8K.
  • Venturi Wealth Management first reported a position in Bunge Global in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Bunge Global position peaked at $63.2K in Q2 2024.
  • 588 funds tracked by Wall St. Rank held Bunge Global as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.