EverSource Wealth Advisors’s Sigma Lithium SGML Stock Holding History

EverSource Wealth Advisors’s Portfolio SGML Stock Details SGML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$310	Buy	+33	New	+$360	﹤0.01%	4268
2024 Q2	–	Sell	-36	Closed	-$517	–	3134
2024 Q1	$517	Sell	36 -51	-59%	-$911	﹤0.01%	2712
2023 Q4	$2.74K	Buy	87 +58	+200%	+$1.62K	﹤0.01%	2083
2023 Q3	$941	Buy	+29	New	+$1.04K	﹤0.01%	2252
2023 Q1	–	Sell	-18	Closed	-$508	–	2512
2022 Q4	$508	Buy	+18	New	+$578	﹤0.01%	2206

Other funds holding SGML

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Waratah Capital Advisors Toronto, Ontario, Canada $2.47B AUM 44.59% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

EverSource Wealth Advisors's SGML Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Sigma Lithium (SGML) in Q3 2026: 33 shares worth $310. The stake represents ﹤0.01% of the portfolio and ranks #4268 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in SGML as recently as Q1 2024.

EverSource Wealth Advisors first reported a position in SGML in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.74K in Q4 2023. 29 funds tracked by Wall St. Rank hold SGML as of Q3 2026.

EverSource Wealth Advisors held 33 shares of Sigma Lithium worth $310 as of Q3 2026.
Sigma Lithium was a new EverSource Wealth Advisors position in Q3 2026.
Sigma Lithium made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #4268 holding.
EverSource Wealth Advisors first reported a position in Sigma Lithium in Q4 2022 and has held it in 5 quarters since.
EverSource Wealth Advisors's Sigma Lithium position peaked at $2.74K in Q4 2023.
29 funds tracked by Wall St. Rank held Sigma Lithium as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.