AWM
CZZ

Altium Wealth Management’s Cosan Limited CZZ Stock Holding History

Altium Wealth Management’s Portfolio CZZ Stock Details CZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-28,235
Closed -$520K – 391
2020
Q4 		$520K Sell
28,235
-3,443
-11% -$57.5K 0.05% 187
2020
Q3 		$470K Buy
31,678
+1,656
+6% +$29.2K 0.05% 180
2020
Q2 		$452K Buy
30,022
+11,267
+60% +$148K 0.05% 184
2020
Q1 		$231K Buy
+18,755
New +$359K 0.03% 272

Other funds holding CZZ

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Altium Wealth Management's CZZ Position: Q1 2021 in Review

Altium Wealth Management sold out of Cosan Limited (CZZ) in Q1 2021, closing a stake of 28,235 shares — an estimated $520K sold.

Altium Wealth Management first reported a position in CZZ in Q1 2020 and held it in 4 quarters. The position peaked at $520K in Q4 2020. 3 funds tracked by Wall St. Rank hold CZZ as of Q1 2021.

  • Altium Wealth Management reported no remaining Cosan Limited position as of Q1 2021 after selling out during the quarter.
  • Altium Wealth Management sold 28,235 Cosan Limited shares in Q1 2021, an estimated $520K.
  • Altium Wealth Management first reported a position in Cosan Limited in Q1 2020 and held it in 4 quarters.
  • Altium Wealth Management's Cosan Limited position peaked at $520K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Cosan Limited as of Q1 2021.

Based on Altium Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.