First Trust Direct Indexing’s Telefônica Brasil VIV Stock Holding History

First Trust Direct Indexing’s Portfolio VIV Stock Details VIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-35,324	Closed	-$386K	–	853
2023 Q4	$386K	Sell	35,324 -20,250	-36%	-$202K	0.03%	512
2023 Q3	$475K	Sell	55,574 -1,233	-2%	-$10.7K	0.05%	413
2023 Q2	$519K	Buy	56,807 +23,008	+68%	+$193K	0.06%	403
2023 Q1	$256K	Buy	33,799 +8,456	+33%	+$63.5K	0.03%	586
2022 Q4	$181K	Sell	25,343 -7,958	-24%	-$59.5K	0.02%	635
2022 Q3	$250K	Sell	33,301 -19,107	-36%	-$162K	0.04%	517
2022 Q2	$475K	Sell	52,408 -23,202	-31%	-$239K	0.07%	368
2022 Q1	$851K	Buy	75,610 +6,223	+9%	+$59.4K	0.1%	251
2021 Q4	$600K	Buy	69,387 +9,699	+16%	+$82.7K	0.08%	307
2021 Q3	$463K	Buy	+59,688	New	+$482K	0.07%	370

Other funds holding VIV

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

First Trust Direct Indexing's VIV Position: Q1 2024 in Review

First Trust Direct Indexing sold out of Telefônica Brasil (VIV) in Q1 2024, closing a stake of 35,324 shares — an estimated $386K sold.

First Trust Direct Indexing first reported a position in VIV in Q3 2021 and held it in 10 quarters. The position peaked at $851K in Q1 2022. 189 funds tracked by Wall St. Rank hold VIV as of Q1 2024.

First Trust Direct Indexing reported no remaining Telefônica Brasil position as of Q1 2024 after selling out during the quarter.
First Trust Direct Indexing sold 35,324 Telefônica Brasil shares in Q1 2024, an estimated $386K.
First Trust Direct Indexing first reported a position in Telefônica Brasil in Q3 2021 and held it in 10 quarters.
First Trust Direct Indexing's Telefônica Brasil position peaked at $851K in Q1 2022.
189 funds tracked by Wall St. Rank held Telefônica Brasil as of Q1 2024.

Based on First Trust Direct Indexing's 13F filing for Q1 2024, filed 19 Apr 2024.