Concord Wealth Partners’s Sociedad Química y Minera de Chile SQM Stock Holding History

Concord Wealth Partners’s Portfolio SQM Stock Details SQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-125	Closed	-$6.14K	–	907
2024 Q1	$6.14K	Buy	+125	New	+$5.87K	﹤0.01%	627
2023 Q4	–	Sell	-275	Closed	-$16.4K	–	1002
2023 Q3	$16.4K	Hold	275	–	–	﹤0.01%	541
2023 Q2	$20K	Sell	275 -46	-14%	-$3.27K	﹤0.01%	506
2023 Q1	$26K	Buy	321 +6	+2%	+$517	0.01%	448
2022 Q4	$25.1K	Buy	+315	New	+$29.2K	0.01%	488
2022 Q3	–	Sell	-309	Closed	-$26K	–	1010
2022 Q2	$26K	Sell	309 -25	-7%	-$2.2K	0.01%	490
2022 Q1	$29K	Buy	334 +55	+20%	+$3.52K	0.01%	556
2021 Q4	$14K	Buy	+279	New	+$16K	﹤0.01%	721

Other funds holding SQM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Concord Wealth Partners's SQM Position: Q2 2024 in Review

Concord Wealth Partners sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2024, closing a stake of 125 shares — an estimated $6.14K sold.

Concord Wealth Partners first reported a position in SQM in Q4 2021 and held it in 8 quarters. The position peaked at $29K in Q1 2022. 234 funds tracked by Wall St. Rank hold SQM as of Q2 2024.

Concord Wealth Partners reported no remaining Sociedad Química y Minera de Chile position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 125 Sociedad Química y Minera de Chile shares in Q2 2024, an estimated $6.14K.
Concord Wealth Partners first reported a position in Sociedad Química y Minera de Chile in Q4 2021 and held it in 8 quarters.
Concord Wealth Partners's Sociedad Química y Minera de Chile position peaked at $29K in Q1 2022.
234 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.