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Balboa Wealth Partners’s Sociedad Química y Minera de Chile SQM Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-10,619
Closed -$848K – 323
2022
Q4 		$848K Buy
10,619
+3,780
+55% +$350K 0.38% 65
2022
Q3 		$621K Buy
+6,839
New +$664K 0.27% 74

Other funds holding SQM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balboa Wealth Partners's SQM Position: Q1 2023 in Review

Balboa Wealth Partners sold out of Sociedad Química y Minera de Chile (SQM) in Q1 2023, closing a stake of 10,619 shares — an estimated $848K sold.

Balboa Wealth Partners first reported a position in SQM in Q3 2022 and held it in 2 quarters. The position peaked at $848K in Q4 2022. 375 funds tracked by Wall St. Rank hold SQM as of Q1 2023.

  • Balboa Wealth Partners reported no remaining Sociedad Química y Minera de Chile position as of Q1 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 10,619 Sociedad Química y Minera de Chile shares in Q1 2023, an estimated $848K.
  • Balboa Wealth Partners first reported a position in Sociedad Química y Minera de Chile in Q3 2022 and held it in 2 quarters.
  • Balboa Wealth Partners's Sociedad Química y Minera de Chile position peaked at $848K in Q4 2022.
  • 375 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2023.

Based on Balboa Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.