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Arete Wealth Advisors’s Sociedad Química y Minera de Chile SQM Stock Holding History

Arete Wealth Advisors’s Portfolio SQM Stock Details SQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-53,862
Closed -$1.58M – 746
2023
Q1 		$1.58M Buy
53,862
+11,245
+26% +$968K 0.13% 146
2022
Q4 		$2.3M Buy
+42,617
New +$3.94M 0.2% 99

Other funds holding SQM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Arete Wealth Advisors's SQM Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2023, closing a stake of 53,862 shares — an estimated $1.58M sold.

Arete Wealth Advisors first reported a position in SQM in Q4 2022 and held it in 2 quarters. The position peaked at $2.3M in Q4 2022. 321 funds tracked by Wall St. Rank hold SQM as of Q2 2023.

  • Arete Wealth Advisors reported no remaining Sociedad Química y Minera de Chile position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 53,862 Sociedad Química y Minera de Chile shares in Q2 2023, an estimated $1.58M.
  • Arete Wealth Advisors first reported a position in Sociedad Química y Minera de Chile in Q4 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's Sociedad Química y Minera de Chile position peaked at $2.3M in Q4 2022.
  • 321 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.