MGWM
EMBJ

Marks Group Wealth Management’s Embraer S.A. ADS EMBJ Stock Holding History

Marks Group Wealth Management’s Portfolio EMBJ Stock Details EMBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,115
Closed -$121K – 274
2021
Q1 		$121K Buy
12,115
+895
+8% +$7.3K 0.02% 248
2020
Q4 		$76K Buy
+11,220
New +$63.6K 0.01% 253

Other funds holding EMBJ

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

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

Marks Group Wealth Management sold out of Embraer S.A. ADS (EMBJ) in Q2 2021, closing a stake of 12,115 shares — an estimated $121K sold.

Marks Group Wealth Management first reported a position in EMBJ in Q4 2020 and held it in 2 quarters. The position peaked at $121K in Q1 2021. 143 funds tracked by Wall St. Rank hold EMBJ as of Q2 2021.

  • Marks Group Wealth Management reported no remaining Embraer S.A. ADS position as of Q2 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 12,115 Embraer S.A. ADS shares in Q2 2021, an estimated $121K.
  • Marks Group Wealth Management first reported a position in Embraer S.A. ADS in Q4 2020 and held it in 2 quarters.
  • Marks Group Wealth Management's Embraer S.A. ADS position peaked at $121K in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Embraer S.A. ADS as of Q2 2021.

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