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Bullock Wealth Management’s Sigma Lithium SGML Stock Holding History

Bullock Wealth Management’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-139
Closed -$1.56K – 619
2024
Q4 		$1.56K Hold
139
– – ﹤0.01% 522
2024
Q3 		$1.83K Hold
139
– – ﹤0.01% 491
2024
Q2 		$1.67K Hold
139
– – ﹤0.01% 482
2024
Q1 		$1.96K Buy
+139
New +$2.48K ﹤0.01% 484

Other funds holding SGML

AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bullock Wealth Management's SGML Position: Q1 2025 in Review

Bullock Wealth Management sold out of Sigma Lithium (SGML) in Q1 2025, closing a stake of 139 shares — an estimated $1.56K sold.

Bullock Wealth Management first reported a position in SGML in Q1 2024 and held it in 4 quarters. The position peaked at $1.96K in Q1 2024. 93 funds tracked by Wall St. Rank hold SGML as of Q1 2025.

  • Bullock Wealth Management reported no remaining Sigma Lithium position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 139 Sigma Lithium shares in Q1 2025, an estimated $1.56K.
  • Bullock Wealth Management first reported a position in Sigma Lithium in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's Sigma Lithium position peaked at $1.96K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Sigma Lithium as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.