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Cherry Tree Wealth Management’s Sabesp SBS Stock Holding History

Cherry Tree Wealth Management’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-108
Closed -$376 – 727
2025
Q1 		$376 Hold
108
– – ﹤0.01% 736
2024
Q4 		$301 Buy
+108
New +$329 ﹤0.01% 631

Other funds holding SBS

Impax Asset Management Group
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cherry Tree Wealth Management's SBS Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Sabesp (SBS) in Q2 2025, closing a stake of 108 shares — an estimated $376 sold.

Cherry Tree Wealth Management first reported a position in SBS in Q4 2024 and held it in 2 quarters. The position peaked at $376 in Q1 2025. 200 funds tracked by Wall St. Rank hold SBS as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Sabesp position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 108 Sabesp shares in Q2 2025, an estimated $376.
  • Cherry Tree Wealth Management first reported a position in Sabesp in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Sabesp position peaked at $376 in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Sabesp as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.