Integrated Wealth Concepts’s Sociedad Química y Minera de Chile SQM Stock Holding History

Integrated Wealth Concepts’s Portfolio SQM Stock Details SQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,152	Closed	-$204K	–	1707
2024 Q1	$204K	Sell	4,152 -1,955	-32%	-$91.8K	﹤0.01%	1513
2023 Q4	$368K	Sell	6,107 -69	-1%	-$3.65K	0.01%	1150
2023 Q3	$369K	Buy	6,176 +27	+0.4%	+$1.82K	0.01%	1126
2023 Q2	$447K	Sell	6,149 -302	-5%	-$21.5K	0.01%	1036
2023 Q1	$523K	Buy	+6,451	New	+$555K	0.01%	840
2022 Q4	–	Sell	-2,300	Closed	-$209K	–	1071
2022 Q3	$209K	Buy	+2,300	New	+$223K	0.01%	853

Other funds holding SQM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Integrated Wealth Concepts's SQM Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2024, closing a stake of 4,152 shares — an estimated $204K sold.

Integrated Wealth Concepts first reported a position in SQM in Q3 2022 and held it in 6 quarters. The position peaked at $523K in Q1 2023. 234 funds tracked by Wall St. Rank hold SQM as of Q2 2024.

Integrated Wealth Concepts reported no remaining Sociedad Química y Minera de Chile position as of Q2 2024 after selling out during the quarter.
Integrated Wealth Concepts sold 4,152 Sociedad Química y Minera de Chile shares in Q2 2024, an estimated $204K.
Integrated Wealth Concepts first reported a position in Sociedad Química y Minera de Chile in Q3 2022 and held it in 6 quarters.
Integrated Wealth Concepts's Sociedad Química y Minera de Chile position peaked at $523K in Q1 2023.
234 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.