MinichMacGregor Wealth Management’s Sabesp SBS Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-3,310	Closed	-$6.84K	–	537
2022 Q4	$6.84K	Buy	+3,310	New	+$6.99K	﹤0.01%	448
2018 Q4	–	Sell	-3,310	Closed	-$3K	–	430
2018 Q3	$3K	Hold	3,310	–	–	﹤0.01%	429
2018 Q2	$3K	Hold	3,310	–	–	﹤0.01%	427
2018 Q1	$6K	Hold	3,310	–	–	﹤0.01%	360
2017 Q4	$6K	Hold	3,310	–	–	﹤0.01%	358
2017 Q3	$6K	Hold	3,310	–	–	0.01%	333
2017 Q2	$6K	Hold	3,310	–	–	0.01%	339
2017 Q1	$6K	Hold	3,310	–	–	0.01%	334
2016 Q4	$5K	Hold	3,310	–	–	﹤0.01%	340
2016 Q3	$5K	Hold	3,310	–	–	﹤0.01%	337
2016 Q2	$5K	Hold	3,310	–	–	﹤0.01%	327
2016 Q1	$4K	Hold	3,310	–	–	﹤0.01%	326
2015 Q4	$3K	Buy	+3,310	New	+$2.97K	﹤0.01%	315

Other funds holding SBS

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

MinichMacGregor Wealth Management's SBS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Sabesp (SBS) in Q1 2023, closing a stake of 3,310 shares — an estimated $6.84K sold.

MinichMacGregor Wealth Management first reported a position in SBS in Q4 2015 and held it in 13 quarters. The position peaked at $6.84K in Q4 2022. 136 funds tracked by Wall St. Rank hold SBS as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Sabesp position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 3,310 Sabesp shares in Q1 2023, an estimated $6.84K.
MinichMacGregor Wealth Management first reported a position in Sabesp in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Sabesp position peaked at $6.84K in Q4 2022.
136 funds tracked by Wall St. Rank held Sabesp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.