Impact Partnership Wealth’s Gerdau GGB Stock Holding History

Impact Partnership Wealth’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
2024 Q2	–	Sell	-2,921	Closed	-$10.8K	–	399
2024 Q1	$10.8K	Hold	2,921	–	–	﹤0.01%	439
2023 Q4	$11.8K	Sell	2,921 -42	-1%	-$161	﹤0.01%	479
2023 Q3	$11.8K	Sell	2,963 -130,326	-98%	-$579K	﹤0.01%	567
2023 Q2	$580K	Buy	+133,289	New	+$557K	0.2%	51

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Impact Partnership Wealth's GGB Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Gerdau (GGB) in Q2 2024, closing a stake of 2,921 shares — an estimated $10.8K sold.

Impact Partnership Wealth first reported a position in GGB in Q2 2023 and held it in 4 quarters. The position peaked at $580K in Q2 2023. 186 funds tracked by Wall St. Rank hold GGB as of Q2 2024.

Impact Partnership Wealth reported no remaining Gerdau position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 2,921 Gerdau shares in Q2 2024, an estimated $10.8K.
Impact Partnership Wealth first reported a position in Gerdau in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's Gerdau position peaked at $580K in Q2 2023.
186 funds tracked by Wall St. Rank held Gerdau as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.