CWM
SQM icon

Congress Wealth Management’s Sociedad Química y Minera de Chile SQM Stock Holding History

Congress Wealth Management’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
2022
Q4 		– Sell
-7,108
Closed -$645K – 581
2022
Q3 		$645K Sell
7,108
-20
-0.3% -$1.94K 0.02% 377
2022
Q2 		$596K Sell
7,128
-5,913
-45% -$520K 0.02% 385
2022
Q1 		$1.12M Sell
13,041
-560
-4% -$35.9K 0.02% 338
2021
Q4 		$686K Buy
+13,601
New +$780K 0.01% 421

Other funds holding SQM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Congress Wealth Management's SQM Position: Q4 2022 in Review

Congress Wealth Management sold out of Sociedad Química y Minera de Chile (SQM) in Q4 2022, closing a stake of 7,108 shares — an estimated $645K sold.

Congress Wealth Management first reported a position in SQM in Q4 2021 and held it in 4 quarters. The position peaked at $1.12M in Q1 2022. 343 funds tracked by Wall St. Rank hold SQM as of Q4 2022.

  • Congress Wealth Management reported no remaining Sociedad Química y Minera de Chile position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 7,108 Sociedad Química y Minera de Chile shares in Q4 2022, an estimated $645K.
  • Congress Wealth Management first reported a position in Sociedad Química y Minera de Chile in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's Sociedad Química y Minera de Chile position peaked at $1.12M in Q1 2022.
  • 343 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.