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

Mission 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
2024 Q1	–	Sell	-4,005	Closed	-$241K	–	698
2023 Q4	$241K	Hold	4,005	–	–	0.01%	518
2023 Q3	$239K	Hold	4,005	–	–	0.01%	487
2023 Q2	$291K	Hold	4,005	–	–	0.01%	453
2023 Q1	$325K	Hold	4,005	–	–	0.01%	426
2022 Q4	$320K	Sell	4,005 -25	-0.6%	-$2.31K	0.02%	409
2022 Q3	$366K	Buy	4,030 +25	+0.6%	+$2.43K	0.02%	350
2022 Q2	$335K	Buy	4,005 +5	+0.1%	+$440	0.02%	376
2022 Q1	$342K	Hold	4,000	–	–	0.02%	387
2021 Q4	$202K	Hold	4,000	–	–	0.01%	516
2021 Q3	$215K	Buy	+4,000	New	+$204K	0.01%	479
2021 Q2	–	Sell	-4,000	Closed	-$212K	–	499
2021 Q1	$212K	Buy	+4,000	New	+$219K	0.01%	422

Other funds holding SQM

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Mission Wealth Management's SQM Position: Q1 2024 in Review

Mission Wealth Management sold out of Sociedad Química y Minera de Chile (SQM) in Q1 2024, closing a stake of 4,005 shares — an estimated $241K sold.

Mission Wealth Management first reported a position in SQM in Q1 2021 and held it in 11 quarters. The position peaked at $366K in Q3 2022. 271 funds tracked by Wall St. Rank hold SQM as of Q1 2024.

Mission Wealth Management reported no remaining Sociedad Química y Minera de Chile position as of Q1 2024 after selling out during the quarter.
Mission Wealth Management sold 4,005 Sociedad Química y Minera de Chile shares in Q1 2024, an estimated $241K.
Mission Wealth Management first reported a position in Sociedad Química y Minera de Chile in Q1 2021 and held it in 11 quarters.
Mission Wealth Management's Sociedad Química y Minera de Chile position peaked at $366K in Q3 2022.
271 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q1 2024.

Based on Mission Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.