EWA
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EverSource Wealth Advisors’s Grupo SIMEC SIM Stock Holding History

EverSource Wealth Advisors’s Portfolio SIM Stock Details SIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-58
Closed -$1.7K – 4527
2026
Q1 		$1.7K Hold
58
– – ﹤0.01% 3694
2025
Q4 		$1.72K Hold
58
– – ﹤0.01% 3548
2025
Q3 		$1.48K Sell
58
-13
-18% -$362 ﹤0.01% 3630
2025
Q2 		$1.92K Buy
+71
New +$1.9K ﹤0.01% 3523

Other funds holding SIM

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

EverSource Wealth Advisors's SIM Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Grupo SIMEC (SIM) in Q2 2026, closing a stake of 58 shares — an estimated $1.7K sold.

EverSource Wealth Advisors first reported a position in SIM in Q2 2025 and held it in 4 quarters. The position peaked at $1.92K in Q2 2025. 1 fund tracked by Wall St. Rank holds SIM as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Grupo SIMEC position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 58 Grupo SIMEC shares in Q2 2026, an estimated $1.7K.
  • EverSource Wealth Advisors first reported a position in Grupo SIMEC in Q2 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's Grupo SIMEC position peaked at $1.92K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held Grupo SIMEC as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.