LWM
SQM icon

Liberty Wealth Management’s Sociedad Química y Minera de Chile SQM Stock Holding History

Liberty Wealth Management’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
2020
Q1 		– Sell
-40
Closed -$1K – 983
2019
Q4 		$1K Buy
40
+25
+167% +$659 ﹤0.01% 863
2019
Q3 		$0 Hold
15
– – ﹤0.01% 977
2019
Q2 		$0 Buy
+15
New +$512 ﹤0.01% 947

Other funds holding SQM

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Liberty Wealth Management sold out of Sociedad Química y Minera de Chile (SQM) in Q1 2020, closing a stake of 40 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in SQM in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 152 funds tracked by Wall St. Rank hold SQM as of Q1 2020.

  • Liberty Wealth Management reported no remaining Sociedad Química y Minera de Chile position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 40 Sociedad Química y Minera de Chile shares in Q1 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Sociedad Química y Minera de Chile in Q2 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Sociedad Química y Minera de Chile position peaked at $1K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2020.

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