SWM
EMBJ

SilverOak Wealth Management’s Embraer S.A. ADS EMBJ Stock Holding History

SilverOak Wealth Management’s Portfolio EMBJ Stock Details EMBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,202
Closed -$212K – 95
2024
Q2 		$212K Sell
8,202
-2,705
-25% -$73.2K 0.05% 92
2024
Q1 		$291K Sell
10,907
-3,240
-23% -$64.3K 0.07% 71
2023
Q4 		$261K Buy
+14,147
New +$227K 0.07% 71

Other funds holding EMBJ

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

SilverOak Wealth Management's EMBJ Position: Q3 2024 in Review

SilverOak Wealth Management sold out of Embraer S.A. ADS (EMBJ) in Q3 2024, closing a stake of 8,202 shares — an estimated $212K sold.

SilverOak Wealth Management first reported a position in EMBJ in Q4 2023 and held it in 3 quarters. The position peaked at $291K in Q1 2024. 266 funds tracked by Wall St. Rank hold EMBJ as of Q3 2024.

  • SilverOak Wealth Management reported no remaining Embraer S.A. ADS position as of Q3 2024 after selling out during the quarter.
  • SilverOak Wealth Management sold 8,202 Embraer S.A. ADS shares in Q3 2024, an estimated $212K.
  • SilverOak Wealth Management first reported a position in Embraer S.A. ADS in Q4 2023 and held it in 3 quarters.
  • SilverOak Wealth Management's Embraer S.A. ADS position peaked at $291K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Embraer S.A. ADS as of Q3 2024.

Based on SilverOak Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.