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Liberty Wealth Management’s Sabesp SBS Stock Holding History

Liberty Wealth Management’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
2020
Q1 		– Sell
-1,176
Closed -$3K – 975
2019
Q4 		$3K Sell
1,176
-3,418
-74% -$8.78K ﹤0.01% 737
2019
Q3 		$11K Sell
4,594
-2,641
-37% -$6.66K 0.01% 506
2019
Q2 		$17K Buy
7,235
+3,852
+114% +$8.41K 0.01% 440
2019
Q1 		$6K Buy
3,383
+1,614
+91% +$3.36K ﹤0.01% 523
2018
Q4 		$2K Buy
+1,769
New +$2.54K ﹤0.01% 684

Other funds holding SBS

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Liberty Wealth Management's SBS Position: Q1 2020 in Review

Liberty Wealth Management sold out of Sabesp (SBS) in Q1 2020, closing a stake of 1,176 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in SBS in Q4 2018 and held it in 5 quarters. The position peaked at $17K in Q2 2019. 150 funds tracked by Wall St. Rank hold SBS as of Q1 2020.

  • Liberty Wealth Management reported no remaining Sabesp position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 1,176 Sabesp shares in Q1 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in Sabesp in Q4 2018 and held it in 5 quarters.
  • Liberty Wealth Management's Sabesp position peaked at $17K in Q2 2019.
  • 150 funds tracked by Wall St. Rank held Sabesp as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.