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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,974
Closed -$499K 185
2022
Q2
$499K Sell
5,974
-721
-11% -$63.4K 0.25% 48
2022
Q1
$573K Buy
6,695
+1,548
+30% +$99.1K 0.29% 59
2021
Q4
$260K Buy
+5,147
New +$295K 0.65% 63
2021
Q1
$408K Sell
7,683
-584
-7% -$32K 0.17% 143
2020
Q4
$406K Buy
+8,267
New +$348K 0.18% 125

Other funds holding SQM

OneAscent Wealth Management's SQM Position: Q3 2022 in Review

OneAscent Wealth Management sold out of Sociedad Química y Minera de Chile (SQM) in Q3 2022, closing a stake of 5,974 shares — an estimated $499K sold.

OneAscent Wealth Management first reported a position in SQM in Q4 2020 and held it in 5 quarters. The position peaked at $573K in Q1 2022. 344 funds tracked by Wall St. Rank hold SQM as of Q3 2022.

  • OneAscent Wealth Management reported no remaining Sociedad Química y Minera de Chile position as of Q3 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 5,974 Sociedad Química y Minera de Chile shares in Q3 2022, an estimated $499K.
  • OneAscent Wealth Management first reported a position in Sociedad Química y Minera de Chile in Q4 2020 and held it in 5 quarters.
  • OneAscent Wealth Management's Sociedad Química y Minera de Chile position peaked at $573K in Q1 2022.
  • 344 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.