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Toth Financial Advisory’s Sigma Lithium SGML Stock Holding History

Toth Financial Advisory’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
2023
Q3 		– Sell
-400
Closed -$16.1K – 837
2023
Q2 		$16.1K Buy
400
+200
+100% +$7.62K ﹤0.01% 418
2023
Q1 		$7.52K Buy
+200
New +$6.41K ﹤0.01% 498

Other funds holding SGML

NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Toth Financial Advisory's SGML Position: Q3 2023 in Review

Toth Financial Advisory sold out of Sigma Lithium (SGML) in Q3 2023, closing a stake of 400 shares — an estimated $16.1K sold.

Toth Financial Advisory first reported a position in SGML in Q1 2023 and held it in 2 quarters. The position peaked at $16.1K in Q2 2023. 102 funds tracked by Wall St. Rank hold SGML as of Q3 2023.

  • Toth Financial Advisory reported no remaining Sigma Lithium position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 400 Sigma Lithium shares in Q3 2023, an estimated $16.1K.
  • Toth Financial Advisory first reported a position in Sigma Lithium in Q1 2023 and held it in 2 quarters.
  • Toth Financial Advisory's Sigma Lithium position peaked at $16.1K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held Sigma Lithium as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.