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

Defined 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
2021
Q1 		– Sell
-435
Closed -$21K – 183
2020
Q4 		$21K Buy
+435
New +$18.3K 0.02% 165

Other funds holding SQM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return

Defined Wealth Management's SQM Position: Q1 2021 in Review

Defined Wealth Management sold out of Sociedad Química y Minera de Chile (SQM) in Q1 2021, closing a stake of 435 shares — an estimated $21K sold.

Defined Wealth Management first reported a position in SQM in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 226 funds tracked by Wall St. Rank hold SQM as of Q1 2021.

  • Defined Wealth Management reported no remaining Sociedad Química y Minera de Chile position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 435 Sociedad Química y Minera de Chile shares in Q1 2021, an estimated $21K.
  • Defined Wealth Management first reported a position in Sociedad Química y Minera de Chile in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Sociedad Química y Minera de Chile position peaked at $21K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.