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Abound Wealth Management’s Gerdau GGB Stock Holding History

Abound Wealth Management’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-79
Closed -$292 – 1226
2024
Q1 		$292 Hold
79
– – ﹤0.01% 1146
2023
Q4 		$321 Hold
79
– – ﹤0.01% 1128
2023
Q3 		$315 Hold
79
– – ﹤0.01% 1001
2023
Q2 		$345 Buy
+79
New +$330 ﹤0.01% 992

Other funds holding GGB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abound Wealth Management's GGB Position: Q2 2024 in Review

Abound Wealth Management sold out of Gerdau (GGB) in Q2 2024, closing a stake of 79 shares — an estimated $292 sold.

Abound Wealth Management first reported a position in GGB in Q2 2023 and held it in 4 quarters. The position peaked at $345 in Q2 2023. 186 funds tracked by Wall St. Rank hold GGB as of Q2 2024.

  • Abound Wealth Management reported no remaining Gerdau position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 79 Gerdau shares in Q2 2024, an estimated $292.
  • Abound Wealth Management first reported a position in Gerdau in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Gerdau position peaked at $345 in Q2 2023.
  • 186 funds tracked by Wall St. Rank held Gerdau as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.