Curated Wealth Partners’s Banco Bilbao Vizcaya Argentaria BBVA Stock Holding History

Curated Wealth Partners’s Portfolio BBVA Stock Details BBVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,349	Closed	-$79.5K	–	135
2023 Q2	$79.5K	Hold	10,349	–	–	0.02%	135
2023 Q1	$73K	Hold	10,349	–	–	0.02%	131
2022 Q4	$62.2K	Hold	10,349	–	–	0.02%	129
2022 Q3	$46K	Hold	10,349	–	–	0.01%	126
2022 Q2	$47K	Hold	10,349	–	–	0.01%	129
2022 Q1	$61K	Hold	10,349	–	–	0.02%	139
2021 Q4	$61K	Hold	10,349	–	–	0.02%	143
2021 Q3	$68K	Hold	10,349	–	–	0.04%	144
2021 Q2	$64K	Hold	10,349	–	–	0.03%	146
2021 Q1	$54K	Sell	10,349 -5,124	-33%	-$27K	0.03%	138
2020 Q4	$76K	Buy	+15,473	New	+$59.4K	0.05%	134

Other funds holding BBVA

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curated Wealth Partners's BBVA Position: Q3 2023 in Review

Curated Wealth Partners sold out of Banco Bilbao Vizcaya Argentaria (BBVA) in Q3 2023, closing a stake of 10,349 shares — an estimated $79.5K sold.

Curated Wealth Partners first reported a position in BBVA in Q4 2020 and held it in 11 quarters. The position peaked at $79.5K in Q2 2023. 294 funds tracked by Wall St. Rank hold BBVA as of Q3 2023.

Curated Wealth Partners reported no remaining Banco Bilbao Vizcaya Argentaria position as of Q3 2023 after selling out during the quarter.
Curated Wealth Partners sold 10,349 Banco Bilbao Vizcaya Argentaria shares in Q3 2023, an estimated $79.5K.
Curated Wealth Partners first reported a position in Banco Bilbao Vizcaya Argentaria in Q4 2020 and held it in 11 quarters.
Curated Wealth Partners's Banco Bilbao Vizcaya Argentaria position peaked at $79.5K in Q2 2023.
294 funds tracked by Wall St. Rank held Banco Bilbao Vizcaya Argentaria as of Q3 2023.

Based on Curated Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.