First Trust Direct Indexing’s Grupo SIMEC SIM Stock Holding History

First Trust Direct Indexing’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
2022 Q1	–	Sell	-9,781	Closed	-$264K	–	697
2021 Q4	$264K	Sell	9,781 -2,534	-21%	-$61.6K	0.03%	527
2021 Q3	$296K	Buy	+12,315	New	+$296K	0.04%	478

Other funds holding SIM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

First Trust Direct Indexing's SIM Position: Q1 2022 in Review

First Trust Direct Indexing sold out of Grupo SIMEC (SIM) in Q1 2022, closing a stake of 9,781 shares — an estimated $264K sold.

First Trust Direct Indexing first reported a position in SIM in Q3 2021 and held it in 2 quarters. The position peaked at $296K in Q3 2021. 11 funds tracked by Wall St. Rank hold SIM as of Q1 2022.

First Trust Direct Indexing reported no remaining Grupo SIMEC position as of Q1 2022 after selling out during the quarter.
First Trust Direct Indexing sold 9,781 Grupo SIMEC shares in Q1 2022, an estimated $264K.
First Trust Direct Indexing first reported a position in Grupo SIMEC in Q3 2021 and held it in 2 quarters.
First Trust Direct Indexing's Grupo SIMEC position peaked at $296K in Q3 2021.
11 funds tracked by Wall St. Rank held Grupo SIMEC as of Q1 2022.

Based on First Trust Direct Indexing's 13F filing for Q1 2022, filed 11 Apr 2022.