IFP Advisors’s Sabesp SBS Stock Holding History

IFP Advisors’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
2022 Q4	–	Sell	-211	Closed	-$1K	–	4811
2022 Q3	$1K	Hold	211	–	–	﹤0.01%	4669
2022 Q2	$1K	Hold	211	–	–	﹤0.01%	4441
2022 Q1	$1K	Buy	+211	New	+$310	﹤0.01%	4439
2018 Q3	–	Sell	-743	Closed	-$1K	–	3993
2018 Q2	$1K	Sell	743 -7,745	-91%	-$12.2K	﹤0.01%	3763
2018 Q1	$17K	Hold	8,488	–	–	﹤0.01%	2497
2017 Q4	$17K	Sell	8,488 -31	-0.4%	-$60	﹤0.01%	2533
2017 Q3	$17K	Hold	8,519	–	–	﹤0.01%	2719
2017 Q2	$16K	Buy	8,519 +6,054	+246%	+$11.2K	﹤0.01%	2717
2017 Q1	$5K	Sell	2,465 -1,196	-33%	-$2.36K	﹤0.01%	3319
2016 Q4	$6K	Hold	3,661	–	–	﹤0.01%	3209
2016 Q3	$7K	Hold	3,661	–	–	﹤0.01%	3072
2016 Q2	$6K	Buy	+3,661	New	+$5.34K	﹤0.01%	3048
2016 Q1	–	Sell	-8,637	Closed	-$8K	–	3246
2015 Q4	$8K	Buy	+8,637	New	+$7.76K	﹤0.01%	2704

Other funds holding SBS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LBA

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IFP Advisors's SBS Position: Q4 2022 in Review

IFP Advisors sold out of Sabesp (SBS) in Q4 2022, closing a stake of 211 shares — an estimated $1K sold.

IFP Advisors first reported a position in SBS in Q4 2015 and held it in 13 quarters. The position peaked at $17K in Q1 2018. 142 funds tracked by Wall St. Rank hold SBS as of Q4 2022.

IFP Advisors reported no remaining Sabesp position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 211 Sabesp shares in Q4 2022, an estimated $1K.
IFP Advisors first reported a position in Sabesp in Q4 2015 and held it in 13 quarters.
IFP Advisors's Sabesp position peaked at $17K in Q1 2018.
142 funds tracked by Wall St. Rank held Sabesp as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.