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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
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

NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

EverSource Wealth Advisors's SGML Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Sigma Lithium (SGML) in Q2 2024, closing a stake of 36 shares — an estimated $517 sold.

EverSource Wealth Advisors first reported a position in SGML in Q4 2022 and held it in 4 quarters. The position peaked at $2.74K in Q4 2023. 94 funds tracked by Wall St. Rank hold SGML as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining Sigma Lithium position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 36 Sigma Lithium shares in Q2 2024, an estimated $517.
  • EverSource Wealth Advisors first reported a position in Sigma Lithium in Q4 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Sigma Lithium position peaked at $2.74K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Sigma Lithium as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.