RIM
SIM icon

Rockbridge Investment Management’s Grupo SIMEC SIM Stock Holding History

Rockbridge Investment Management’s Portfolio SIM Stock Details SIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-125
Closed -$3K – 822
2021
Q3 		$3K Sell
125
-100
-44% -$2.41K ﹤0.01% 653
2021
Q2 		$6K Buy
+225
New +$4.47K ﹤0.01% 594

Other funds holding SIM

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Susquehanna International Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rockbridge Investment Management's SIM Position: Q4 2021 in Review

Rockbridge Investment Management sold out of Grupo SIMEC (SIM) in Q4 2021, closing a stake of 125 shares — an estimated $3K sold.

Rockbridge Investment Management first reported a position in SIM in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 10 funds tracked by Wall St. Rank hold SIM as of Q4 2021.

  • Rockbridge Investment Management reported no remaining Grupo SIMEC position as of Q4 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 125 Grupo SIMEC shares in Q4 2021, an estimated $3K.
  • Rockbridge Investment Management first reported a position in Grupo SIMEC in Q2 2021 and held it in 2 quarters.
  • Rockbridge Investment Management's Grupo SIMEC position peaked at $6K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Grupo SIMEC as of Q4 2021.

Based on Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.