Icon Wealth Partners’s Telefônica Brasil VIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,589
Closed -$80.2K 433
2023
Q1
$80.2K Buy
+10,589
New +$79.6K 0.01% 413
2019
Q2
Sell
-11,560
Closed -$140K 747
2019
Q1
$140K Buy
11,560
+1,601
+16% +$20.2K 0.05% 186
2018
Q4
$119K Sell
9,959
-2,746
-22% -$31.2K 0.06% 193
2018
Q3
$124K Sell
12,705
-192
-1% -$2.03K 0.05% 235
2018
Q2
$153K Buy
12,897
+3,010
+30% +$39.7K 0.06% 189
2018
Q1
$152K Buy
9,887
+6,850
+226% +$108K 0.08% 191
2017
Q4
$45K Buy
+3,037
New +$46.7K 0.02% 445

Other funds holding VIV

Icon Wealth Partners's VIV Position: Q2 2023 in Review

Icon Wealth Partners sold out of Telefônica Brasil (VIV) in Q2 2023, closing a stake of 10,589 shares — an estimated $80.2K sold.

Icon Wealth Partners first reported a position in VIV in Q4 2017 and held it in 7 quarters. The position peaked at $153K in Q2 2018. 159 funds tracked by Wall St. Rank hold VIV as of Q2 2023.

  • Icon Wealth Partners reported no remaining Telefônica Brasil position as of Q2 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 10,589 Telefônica Brasil shares in Q2 2023, an estimated $80.2K.
  • Icon Wealth Partners first reported a position in Telefônica Brasil in Q4 2017 and held it in 7 quarters.
  • Icon Wealth Partners's Telefônica Brasil position peaked at $153K in Q2 2018.
  • 159 funds tracked by Wall St. Rank held Telefônica Brasil as of Q2 2023.

Based on Icon Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.