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Encompass Wealth Advisors’s Sibanye-Stillwater SBSW Stock Holding History

Encompass Wealth Advisors’s Portfolio SBSW Stock Details SBSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-33,500
Closed -$207K – 275
2023
Q3 		$207K Hold
33,500
– – 0.07% 194
2023
Q2 		$209K Buy
+33,500
New +$264K 0.07% 197

Other funds holding SBSW

LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Encompass Wealth Advisors's SBSW Position: Q4 2023 in Review

Encompass Wealth Advisors sold out of Sibanye-Stillwater (SBSW) in Q4 2023, closing a stake of 33,500 shares — an estimated $207K sold.

Encompass Wealth Advisors first reported a position in SBSW in Q2 2023 and held it in 2 quarters. The position peaked at $209K in Q2 2023. 201 funds tracked by Wall St. Rank hold SBSW as of Q4 2023.

  • Encompass Wealth Advisors reported no remaining Sibanye-Stillwater position as of Q4 2023 after selling out during the quarter.
  • Encompass Wealth Advisors sold 33,500 Sibanye-Stillwater shares in Q4 2023, an estimated $207K.
  • Encompass Wealth Advisors first reported a position in Sibanye-Stillwater in Q2 2023 and held it in 2 quarters.
  • Encompass Wealth Advisors's Sibanye-Stillwater position peaked at $209K in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Sibanye-Stillwater as of Q4 2023.

Based on Encompass Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.