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Holistic Financial Partners’s Telefônica Brasil VIV Stock Holding History

Holistic Financial Partners’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
2022
Q2 		– Sell
-10,646
Closed -$120K – 118
2022
Q1 		$120K Hold
10,646
– – 0.08% 111
2021
Q4 		$92K Buy
+10,646
New +$90.8K 0.05% 121
2021
Q3 		– Sell
-11,910
Closed -$101K – 114
2021
Q2 		$101K Buy
+11,910
New +$100K 0.06% 120
2018
Q2 		– Sell
-4,716
Closed -$72K – 352
2018
Q1 		$72K Hold
4,716
– – 0.06% 147
2017
Q4 		$70K Buy
+4,716
New +$72.6K 0.06% 153

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Macquarie Group
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BlackRock
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AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Aberdeen Group
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BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
New York State Common Retirement Fund
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Holistic Financial Partners's VIV Position: Q2 2022 in Review

Holistic Financial Partners sold out of Telefônica Brasil (VIV) in Q2 2022, closing a stake of 10,646 shares — an estimated $120K sold.

Holistic Financial Partners first reported a position in VIV in Q4 2017 and held it in 5 quarters. The position peaked at $120K in Q1 2022. 153 funds tracked by Wall St. Rank hold VIV as of Q2 2022.

  • Holistic Financial Partners reported no remaining Telefônica Brasil position as of Q2 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 10,646 Telefônica Brasil shares in Q2 2022, an estimated $120K.
  • Holistic Financial Partners first reported a position in Telefônica Brasil in Q4 2017 and held it in 5 quarters.
  • Holistic Financial Partners's Telefônica Brasil position peaked at $120K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Telefônica Brasil as of Q2 2022.

Based on Holistic Financial Partners's 13F filing for Q2 2022, filed 2 Aug 2022.