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Cary Street Partners Investment Advisory’s Sigma Lithium SGML Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-165
Closed -$5.35K – 1614
2023
Q3 		$5.35K Buy
+165
New +$5.9K ﹤0.01% 1458

Other funds holding SGML

NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Cary Street Partners Investment Advisory's SGML Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Sigma Lithium (SGML) in Q4 2023, closing a stake of 165 shares — an estimated $5.35K sold.

Cary Street Partners Investment Advisory first reported a position in SGML in Q3 2023 and held it in 1 quarter. The position peaked at $5.35K in Q3 2023. 112 funds tracked by Wall St. Rank hold SGML as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Sigma Lithium position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 165 Sigma Lithium shares in Q4 2023, an estimated $5.35K.
  • Cary Street Partners Investment Advisory first reported a position in Sigma Lithium in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Sigma Lithium position peaked at $5.35K in Q3 2023.
  • 112 funds tracked by Wall St. Rank held Sigma Lithium as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.