Evolution Wealth Advisors’s Sociedad Química y Minera de Chile SQM Stock Holding History

Evolution Wealth Advisors’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
2023 Q1	–	Sell	-32,200	Closed	-$2.57M	–	134
2022 Q4	$2.57M	Hold	32,200	–	–	0.65%	37
2022 Q3	$2.92M	Hold	32,200	–	–	0.8%	27
2022 Q2	$2.69M	Sell	32,200 -22,700	-41%	-$2M	0.68%	33
2022 Q1	$4.7M	Buy	+54,900	New	+$3.51M	0.97%	24
2021 Q4	–	Sell	-400	Closed	-$21K	–	555
2021 Q3	$21K	Sell	400 -100	-20%	-$5.1K	﹤0.01%	309
2021 Q2	$24K	Buy	+500	New	+$24.6K	﹤0.01%	288
2021 Q1	–	Sell	-221,500	Closed	-$10.9M	–	664
2020 Q4	$10.9M	Buy	+221,500	New	+$9.33M	2.45%	12
2019 Q4	–	Sell	-1,432,355	Closed	-$39.8M	–	690
2019 Q3	$39.8M	Buy	+1,432,355	New	+$39.5M	18.98%	2

Other funds holding SQM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Advisors's SQM Position: Q1 2023 in Review

Evolution Wealth Advisors sold out of Sociedad Química y Minera de Chile (SQM) in Q1 2023, closing a stake of 32,200 shares — an estimated $2.57M sold.

Evolution Wealth Advisors first reported a position in SQM in Q3 2019 and held it in 8 quarters. The position peaked at $39.8M in Q3 2019. 375 funds tracked by Wall St. Rank hold SQM as of Q1 2023.

Evolution Wealth Advisors reported no remaining Sociedad Química y Minera de Chile position as of Q1 2023 after selling out during the quarter.
Evolution Wealth Advisors sold 32,200 Sociedad Química y Minera de Chile shares in Q1 2023, an estimated $2.57M.
Evolution Wealth Advisors first reported a position in Sociedad Química y Minera de Chile in Q3 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Sociedad Química y Minera de Chile position peaked at $39.8M in Q3 2019.
375 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2023.

Based on Evolution Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.