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Sovereign Financial Group’s Sigma Lithium SGML Stock Holding History

Sovereign Financial Group’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,000
Closed -$272K – 227
2022
Q3 		$272K Sell
10,000
-10,000
-50% -$209K 0.11% 165
2022
Q2 		$308K Buy
+20,000
New +$320K 0.12% 154

Other funds holding SGML

NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return

Sovereign Financial Group's SGML Position: Q4 2022 in Review

Sovereign Financial Group sold out of Sigma Lithium (SGML) in Q4 2022, closing a stake of 10,000 shares — an estimated $272K sold.

Sovereign Financial Group first reported a position in SGML in Q2 2022 and held it in 2 quarters. The position peaked at $308K in Q2 2022. 76 funds tracked by Wall St. Rank hold SGML as of Q4 2022.

  • Sovereign Financial Group reported no remaining Sigma Lithium position as of Q4 2022 after selling out during the quarter.
  • Sovereign Financial Group sold 10,000 Sigma Lithium shares in Q4 2022, an estimated $272K.
  • Sovereign Financial Group first reported a position in Sigma Lithium in Q2 2022 and held it in 2 quarters.
  • Sovereign Financial Group's Sigma Lithium position peaked at $308K in Q2 2022.
  • 76 funds tracked by Wall St. Rank held Sigma Lithium as of Q4 2022.

Based on Sovereign Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.