MGWM
CBD

Marks Group Wealth Management’s Companhia Brasileira de Distribuicao CBD Stock Holding History

Marks Group Wealth Management’s Portfolio CBD Stock Details CBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14,302
Closed -$83K – 277
2021
Q1 		$83K Buy
14,302
+1,045
+8% +$12.7K 0.01% 253
2020
Q4 		$190K Buy
+13,257
New +$169K 0.03% 245

Other funds holding CBD

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marks Group Wealth Management's CBD Position: Q2 2021 in Review

Marks Group Wealth Management sold out of Companhia Brasileira de Distribuicao (CBD) in Q2 2021, closing a stake of 14,302 shares — an estimated $83K sold.

Marks Group Wealth Management first reported a position in CBD in Q4 2020 and held it in 2 quarters. The position peaked at $190K in Q4 2020. 91 funds tracked by Wall St. Rank hold CBD as of Q2 2021.

  • Marks Group Wealth Management reported no remaining Companhia Brasileira de Distribuicao position as of Q2 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 14,302 Companhia Brasileira de Distribuicao shares in Q2 2021, an estimated $83K.
  • Marks Group Wealth Management first reported a position in Companhia Brasileira de Distribuicao in Q4 2020 and held it in 2 quarters.
  • Marks Group Wealth Management's Companhia Brasileira de Distribuicao position peaked at $190K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held Companhia Brasileira de Distribuicao as of Q2 2021.

Based on Marks Group Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.