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Congress Wealth Management’s Telefônica Brasil VIV Stock Holding History

Congress Wealth Management’s Portfolio VIV Stock Details VIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-39,610
Closed -$446K – 621
2022
Q1 		$446K Buy
39,610
+5,462
+16% +$52.1K 0.01% 454
2021
Q4 		$295K Buy
+34,148
New +$291K 0.01% 540

Other funds holding VIV

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Congress Wealth Management's VIV Position: Q2 2022 in Review

Congress Wealth Management sold out of Telefônica Brasil (VIV) in Q2 2022, closing a stake of 39,610 shares — an estimated $446K sold.

Congress Wealth Management first reported a position in VIV in Q4 2021 and held it in 2 quarters. The position peaked at $446K in Q1 2022. 153 funds tracked by Wall St. Rank hold VIV as of Q2 2022.

  • Congress Wealth Management reported no remaining Telefônica Brasil position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 39,610 Telefônica Brasil shares in Q2 2022, an estimated $446K.
  • Congress Wealth Management first reported a position in Telefônica Brasil in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's Telefônica Brasil position peaked at $446K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Telefônica Brasil as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.