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Kestra Private Wealth Services’s Sociedad Química y Minera de Chile SQM Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-3,967
Closed -$239K – 1355
2023
Q4 		$239K Sell
3,967
-514
-11% -$27.2K 0.01% 1044
2023
Q3 		$267K Sell
4,481
-78
-2% -$5.26K 0.01% 916
2023
Q2 		$331K Buy
4,559
+221
+5% +$15.7K 0.01% 784
2023
Q1 		$352K Sell
4,338
-325
-7% -$28K 0.01% 724
2022
Q4 		$372K Sell
4,663
-1,056
-18% -$97.7K 0.02% 604
2022
Q3 		$519K Sell
5,719
-261
-4% -$25.3K 0.03% 483
2022
Q2 		$499K Sell
5,980
-207
-3% -$18.2K 0.03% 508
2022
Q1 		$530K Buy
6,187
+68
+1% +$4.35K 0.03% 558
2021
Q4 		$309K Buy
6,119
+465
+8% +$26.7K 0.01% 755
2021
Q3 		$304K Sell
5,654
-665
-11% -$33.9K 0.02% 700
2021
Q2 		$299K Buy
6,319
+1,038
+20% +$51.1K 0.02% 678
2021
Q1 		$280K Buy
+5,281
New +$289K 0.02% 623

Other funds holding SQM

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kestra Private Wealth Services's SQM Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of Sociedad Química y Minera de Chile (SQM) in Q1 2024, closing a stake of 3,967 shares — an estimated $239K sold.

Kestra Private Wealth Services first reported a position in SQM in Q1 2021 and held it in 12 quarters. The position peaked at $530K in Q1 2022. 271 funds tracked by Wall St. Rank hold SQM as of Q1 2024.

  • Kestra Private Wealth Services reported no remaining Sociedad Química y Minera de Chile position as of Q1 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,967 Sociedad Química y Minera de Chile shares in Q1 2024, an estimated $239K.
  • Kestra Private Wealth Services first reported a position in Sociedad Química y Minera de Chile in Q1 2021 and held it in 12 quarters.
  • Kestra Private Wealth Services's Sociedad Química y Minera de Chile position peaked at $530K in Q1 2022.
  • 271 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.