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Monograph Wealth Advisors’s Banco de Chile BCH Stock Holding History

Monograph Wealth Advisors’s Portfolio BCH Stock Details BCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-39,423
Closed -$942K – 115
2024
Q1 		$942K Buy
+39,423
New +$887K 0.14% 59

Other funds holding BCH

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Monograph Wealth Advisors's BCH Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Banco de Chile (BCH) in Q2 2024, closing a stake of 39,423 shares — an estimated $942K sold.

Monograph Wealth Advisors first reported a position in BCH in Q1 2024 and held it in 1 quarter. The position peaked at $942K in Q1 2024. 88 funds tracked by Wall St. Rank hold BCH as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Banco de Chile position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 39,423 Banco de Chile shares in Q2 2024, an estimated $942K.
  • Monograph Wealth Advisors first reported a position in Banco de Chile in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Banco de Chile position peaked at $942K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Banco de Chile as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.