Capital Advisors Inc’s Sociedad Química y Minera de Chile SQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-240,369
Closed -$14.5M 319
2023
Q4
$14.5M Sell
240,369
-11,731
-5% -$621K 0.32% 85
2023
Q3
$15M Buy
252,100
+137
+0.1% +$9.24K 0.39% 79
2023
Q2
$18.3M Buy
251,963
+55,654
+28% +$3.96M 0.47% 80
2023
Q1
$15.9M Buy
+196,309
New +$16.9M 0.43% 82

Other funds holding SQM

Capital Advisors Inc's SQM Position: Q1 2024 in Review

Capital Advisors Inc sold out of Sociedad Química y Minera de Chile (SQM) in Q1 2024, closing a stake of 240,369 shares — an estimated $14.5M sold.

Capital Advisors Inc first reported a position in SQM in Q1 2023 and held it in 4 quarters. The position peaked at $18.3M in Q2 2023. 271 funds tracked by Wall St. Rank hold SQM as of Q1 2024.

  • Capital Advisors Inc reported no remaining Sociedad Química y Minera de Chile position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 240,369 Sociedad Química y Minera de Chile shares in Q1 2024, an estimated $14.5M.
  • Capital Advisors Inc first reported a position in Sociedad Química y Minera de Chile in Q1 2023 and held it in 4 quarters.
  • Capital Advisors Inc's Sociedad Química y Minera de Chile position peaked at $18.3M in Q2 2023.
  • 271 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2024.

Based on Capital Advisors Inc's 13F filing for Q1 2024, filed 29 Apr 2024.