Activest Wealth Management’s Companhia Siderúrgica Nacional SID Stock Holding History

Activest Wealth Management’s Portfolio SID Stock Details SID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,429	Closed	-$4.13K	–	370
2023 Q3	$3.42K	Hold	1,429	–	–	﹤0.01%	245
2023 Q2	$11.1K	Buy	1,429 +159	+13%	+$438	0.01%	162
2023 Q1	$3.91K	Hold	1,270	–	–	﹤0.01%	223
2022 Q4	$3.5K	Buy	1,270 +112	+10%	+$301	﹤0.01%	377
2022 Q3	$3K	Hold	1,158	–	–	﹤0.01%	383
2022 Q2	$3K	Buy	1,158 +25	+2%	+$105	﹤0.01%	307
2022 Q1	$6K	Hold	1,133	–	–	﹤0.01%	248
2021 Q4	$5K	Hold	1,133	–	–	﹤0.01%	259
2021 Q3	$6K	Buy	+1,133	New	+$8.51K	﹤0.01%	274

Other funds holding SID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NIG

NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return

Activest Wealth Management's SID Position: Q4 2023 in Review

Activest Wealth Management sold out of Companhia Siderúrgica Nacional (SID) in Q4 2023, closing a stake of 1,429 shares — an estimated $4.13K sold.

Activest Wealth Management first reported a position in SID in Q3 2021 and held it in 9 quarters. The position peaked at $11.1K in Q2 2023. 97 funds tracked by Wall St. Rank hold SID as of Q4 2023.

Activest Wealth Management reported no remaining Companhia Siderúrgica Nacional position as of Q4 2023 after selling out during the quarter.
Activest Wealth Management sold 1,429 Companhia Siderúrgica Nacional shares in Q4 2023, an estimated $4.13K.
Activest Wealth Management first reported a position in Companhia Siderúrgica Nacional in Q3 2021 and held it in 9 quarters.
Activest Wealth Management's Companhia Siderúrgica Nacional position peaked at $11.1K in Q2 2023.
97 funds tracked by Wall St. Rank held Companhia Siderúrgica Nacional as of Q4 2023.

Based on Activest Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.