CSWM
EMBJ

Cassady Schiller Wealth Management’s Embraer S.A. ADS EMBJ Stock Holding History

Cassady Schiller Wealth Management’s Portfolio EMBJ Stock Details EMBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-52
Closed -$851 – 475
2023
Q1 		$851 Hold
52
– – ﹤0.01% 426
2022
Q4 		$568 Buy
+52
New +$528 ﹤0.01% 448

Other funds holding EMBJ

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Cassady Schiller Wealth Management's EMBJ Position: Q2 2023 in Review

Cassady Schiller Wealth Management sold out of Embraer S.A. ADS (EMBJ) in Q2 2023, closing a stake of 52 shares — an estimated $851 sold.

Cassady Schiller Wealth Management first reported a position in EMBJ in Q4 2022 and held it in 2 quarters. The position peaked at $851 in Q1 2023. 144 funds tracked by Wall St. Rank hold EMBJ as of Q2 2023.

  • Cassady Schiller Wealth Management reported no remaining Embraer S.A. ADS position as of Q2 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 52 Embraer S.A. ADS shares in Q2 2023, an estimated $851.
  • Cassady Schiller Wealth Management first reported a position in Embraer S.A. ADS in Q4 2022 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's Embraer S.A. ADS position peaked at $851 in Q1 2023.
  • 144 funds tracked by Wall St. Rank held Embraer S.A. ADS as of Q2 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.