First Trust Direct Indexing’s Suzano SUZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,122
Closed -$101K 807
2024
Q3
$101K Sell
10,122
-1,374
-12% -$13.4K 0.01% 959
2024
Q2
$118K Sell
11,496
-1,379
-11% -$14.5K 0.01% 874
2024
Q1
$165K Sell
12,875
-7,163
-36% -$80.6K 0.01% 748
2023
Q4
$228K Sell
20,038
-1,689
-8% -$18.3K 0.02% 668
2023
Q3
$234K Buy
21,727
+1,365
+7% +$13.7K 0.03% 600
2023
Q2
$188K Sell
20,362
-1,536
-7% -$13.4K 0.02% 663
2023
Q1
$180K Buy
21,898
+538
+3% +$4.82K 0.02% 654
2022
Q4
$197K Buy
21,360
+1,207
+6% +$11.9K 0.03% 631
2022
Q3
$166K Sell
20,153
-1,950
-9% -$17.2K 0.02% 598
2022
Q2
$210K Buy
22,103
+817
+4% +$8.59K 0.03% 569
2022
Q1
$247K Buy
21,286
+101
+0.5% +$1.14K 0.03% 560
2021
Q4
$229K Sell
21,185
-332
-2% -$3.2K 0.03% 568
2021
Q3
$215K Sell
21,517
-1,463
-6% -$16.1K 0.03% 574
2021
Q2
$277K Buy
+22,980
New +$282K 0.04% 478
2021
Q1
Sell
-1,560
Closed -$17K 922
2020
Q4
$17K Buy
+1,560
New +$14.9K ﹤0.01% 871

Other funds holding SUZ

First Trust Direct Indexing's SUZ Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Suzano (SUZ) in Q4 2024, closing a stake of 10,122 shares — an estimated $101K sold.

First Trust Direct Indexing first reported a position in SUZ in Q4 2020 and held it in 15 quarters. The position peaked at $277K in Q2 2021. 121 funds tracked by Wall St. Rank hold SUZ as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Suzano position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,122 Suzano shares in Q4 2024, an estimated $101K.
  • First Trust Direct Indexing first reported a position in Suzano in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Suzano position peaked at $277K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Suzano as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.