Next Financial Group’s Sociedad Química y Minera de Chile SQM Stock Holding History

Next Financial Group’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
2021 Q4	$76K	Sell	1,500 -550	-27%	-$31.5K	0.01%	1298
2021 Q3	$110K	Buy	2,050 +50	+3%	+$2.55K	0.01%	1069
2021 Q2	$95K	Buy	+2,000	New	+$98.5K	0.01%	1146
2021 Q1	–	Sell	-293	Closed	-$14K	–	2633
2020 Q4	$14K	Buy	293 +68	+30%	+$2.86K	﹤0.01%	1671
2020 Q3	$7K	Buy	+225	New	+$7.01K	﹤0.01%	1748
2020 Q2	–	Sell	-225	Closed	-$5K	–	1723
2020 Q1	$5K	Sell	225 -1,791	-89%	-$48.3K	﹤0.01%	1722
2019 Q4	$54K	Buy	2,016 +1,539	+323%	+$40.5K	0.01%	1162
2019 Q3	$13K	Hold	477	–	–	﹤0.01%	1618
2019 Q2	$15K	Buy	477 +225	+89%	+$7.68K	﹤0.01%	1570
2019 Q1	$10K	Hold	252	–	–	﹤0.01%	1118
2018 Q4	$10K	Hold	252	–	–	﹤0.01%	1347
2018 Q3	$12K	Buy	+252	New	+$11.6K	0.01%	948
2017 Q4	–	Sell	-200	Closed	-$12K	–	1258
2017 Q3	$12K	Hold	200	–	–	﹤0.01%	1153
2017 Q2	$7K	Hold	200	–	–	﹤0.01%	1459
2017 Q1	$7K	Buy	200 +48	+32%	+$1.56K	﹤0.01%	1415
2016 Q4	$4K	Hold	152	–	–	﹤0.01%	2018
2016 Q3	$4K	Buy	+152	New	+$3.87K	﹤0.01%	2020
2016 Q2	–	Sell	-514	Closed	-$10K	–	1841
2016 Q1	$10K	Hold	514	–	–	﹤0.01%	1168
2015 Q4	$9K	Hold	514	–	–	﹤0.01%	1215
2015 Q3	$7K	Hold	514	–	–	﹤0.01%	1334
2015 Q2	$8K	Hold	514	–	–	﹤0.01%	1345
2015 Q1	$9K	Hold	514	–	–	﹤0.01%	1297
2014 Q4	$12K	Sell	514 -156	-23%	-$3.65K	﹤0.01%	1181
2014 Q3	$17K	Buy	+670	New	+$18.3K	﹤0.01%	1509

Other funds holding SQM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Next Financial Group's SQM Position: Q4 2021 in Review

Next Financial Group reduced its Sociedad Química y Minera de Chile (SQM) stake by 27% in Q4 2021, selling an estimated $31.5K and leaving 1,500 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #1298.

Next Financial Group first reported a position in SQM in Q3 2014 and has held it in 24 quarters since. The position peaked at $110K in Q3 2021. 254 funds tracked by Wall St. Rank hold SQM as of Q4 2021.

Next Financial Group held 1,500 shares of Sociedad Química y Minera de Chile worth $76K as of Q4 2021.
Next Financial Group sold 550 Sociedad Química y Minera de Chile shares in Q4 2021, an estimated $31.5K.
Sociedad Química y Minera de Chile made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1298 holding.
Next Financial Group first reported a position in Sociedad Química y Minera de Chile in Q3 2014 and has held it in 24 quarters since.
Next Financial Group's Sociedad Química y Minera de Chile position peaked at $110K in Q3 2021.
254 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.