GeoWealth Management’s Sabesp SBS Stock Holding History

GeoWealth Management’s Portfolio SBS Stock Details SBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,643	Closed	-$26.8K	–	1674
2024 Q4	$26.8K	Sell	9,643 -747	-7%	-$2.28K	﹤0.01%	1311
2024 Q3	$33.3K	Buy	+10,390	New	+$33.2K	﹤0.01%	1182

Other funds holding SBS

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

GeoWealth Management's SBS Position: Q1 2025 in Review

GeoWealth Management sold out of Sabesp (SBS) in Q1 2025, closing a stake of 9,643 shares — an estimated $26.8K sold.

GeoWealth Management first reported a position in SBS in Q3 2024 and held it in 2 quarters. The position peaked at $33.3K in Q3 2024. 195 funds tracked by Wall St. Rank hold SBS as of Q1 2025.

GeoWealth Management reported no remaining Sabesp position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 9,643 Sabesp shares in Q1 2025, an estimated $26.8K.
GeoWealth Management first reported a position in Sabesp in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Sabesp position peaked at $33.3K in Q3 2024.
195 funds tracked by Wall St. Rank held Sabesp as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.