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Tradition Wealth Management’s Banco de Chile BCH Stock Holding History

Tradition Wealth Management’s Portfolio BCH Stock Details BCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-172
Closed -$3K – 1272
2023
Q3 		$3K Hold
172
– – ﹤0.01% 1277
2023
Q2 		$4K Buy
+172
New +$3.6K ﹤0.01% 1245

Other funds holding BCH

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Tradition Wealth Management's BCH Position: Q4 2023 in Review

Tradition Wealth Management sold out of Banco de Chile (BCH) in Q4 2023, closing a stake of 172 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in BCH in Q2 2023 and held it in 2 quarters. The position peaked at $4K in Q2 2023. 93 funds tracked by Wall St. Rank hold BCH as of Q4 2023.

  • Tradition Wealth Management reported no remaining Banco de Chile position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 172 Banco de Chile shares in Q4 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in Banco de Chile in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Banco de Chile position peaked at $4K in Q2 2023.
  • 93 funds tracked by Wall St. Rank held Banco de Chile as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.