HighMark Wealth Management’s Gerdau GGB Stock Holding History

HighMark Wealth Management’s Portfolio GGB Stock Details GGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,688	Closed	-$16.4K	–	588
2024 Q4	$16.4K	Buy	+5,688	New	+$18.8K	0.01%	226

Other funds holding GGB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

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

HighMark Wealth Management's GGB Position: Q1 2025 in Review

HighMark Wealth Management sold out of Gerdau (GGB) in Q1 2025, closing a stake of 5,688 shares — an estimated $16.4K sold.

HighMark Wealth Management first reported a position in GGB in Q4 2024 and held it in 1 quarter. The position peaked at $16.4K in Q4 2024. 182 funds tracked by Wall St. Rank hold GGB as of Q1 2025.

HighMark Wealth Management reported no remaining Gerdau position as of Q1 2025 after selling out during the quarter.
HighMark Wealth Management sold 5,688 Gerdau shares in Q1 2025, an estimated $16.4K.
HighMark Wealth Management first reported a position in Gerdau in Q4 2024 and held it in 1 quarter.
HighMark Wealth Management's Gerdau position peaked at $16.4K in Q4 2024.
182 funds tracked by Wall St. Rank held Gerdau as of Q1 2025.

Based on HighMark Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.