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

Spire Wealth Management’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
2024 Q2	–	Sell	-811	Closed	-$39.9K	–	2380
2024 Q1	$39.9K	Hold	811	–	–	﹤0.01%	1292
2023 Q4	$38.8K	Hold	811	–	–	﹤0.01%	1290
2023 Q3	$48.4K	Hold	811	–	–	﹤0.01%	1182
2023 Q2	$58.9K	Buy	811 +1	+0.1%	+$71	﹤0.01%	1137
2023 Q1	$65.7K	Hold	810	–	–	﹤0.01%	1092
2022 Q4	$65K	Sell	810 -1,861	-70%	-$172K	﹤0.01%	899
2022 Q3	$242K	Buy	2,671 +1,958	+275%	+$190K	0.01%	483
2022 Q2	$60K	Sell	713 -3	-0.4%	-$264	﹤0.01%	1221
2022 Q1	$61K	Hold	716	–	–	﹤0.01%	1371
2021 Q4	$36K	Buy	716 +6	+0.8%	+$344	﹤0.01%	1880
2021 Q3	$38K	Hold	710	–	–	﹤0.01%	1586
2021 Q2	$34K	Buy	710 +200	+39%	+$9.85K	﹤0.01%	1649
2021 Q1	$27K	Buy	+510	New	+$27.9K	﹤0.01%	2032

Other funds holding SQM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

Spire Wealth Management's SQM Position: Q2 2024 in Review

Spire Wealth Management sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2024, closing a stake of 811 shares — an estimated $39.9K sold.

Spire Wealth Management first reported a position in SQM in Q1 2021 and held it in 13 quarters. The position peaked at $242K in Q3 2022. 234 funds tracked by Wall St. Rank hold SQM as of Q2 2024.

Spire Wealth Management reported no remaining Sociedad Química y Minera de Chile position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 811 Sociedad Química y Minera de Chile shares in Q2 2024, an estimated $39.9K.
Spire Wealth Management first reported a position in Sociedad Química y Minera de Chile in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Sociedad Química y Minera de Chile position peaked at $242K in Q3 2022.
234 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.