United Capital Financial Advisors’s Sociedad Química y Minera de Chile SQM Stock Holding History

United Capital Financial Advisors’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
2023 Q2	–	Sell	-3,299	Closed	-$267K	–	969
2023 Q1	$267K	Buy	3,299 +247	+8%	+$21.3K	﹤0.01%	852
2022 Q4	$244K	Sell	3,052 -405	-12%	-$37.5K	﹤0.01%	931
2022 Q3	$314K	Sell	3,457 -143	-4%	-$13.9K	﹤0.01%	896
2022 Q2	$301K	Buy	+3,600	New	+$317K	﹤0.01%	941
2018 Q3	–	Sell	-4,298	Closed	-$207K	–	1372
2018 Q2	$207K	Sell	4,298 -356	-8%	-$18.7K	﹤0.01%	1217
2018 Q1	$229K	Sell	4,654 -586	-11%	-$31.7K	﹤0.01%	1193
2017 Q4	$311K	Sell	5,240 -2,127	-29%	-$122K	﹤0.01%	1100
2017 Q3	$410K	Sell	7,367 -208	-3%	-$9.34K	﹤0.01%	1020
2017 Q2	$250K	Buy	7,575 +594	+9%	+$20.9K	﹤0.01%	1136
2017 Q1	$240K	Buy	+6,981	New	+$227K	﹤0.01%	1133

Other funds holding SQM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

United Capital Financial Advisors's SQM Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2023, closing a stake of 3,299 shares — an estimated $267K sold.

United Capital Financial Advisors first reported a position in SQM in Q1 2017 and held it in 10 quarters. The position peaked at $410K in Q3 2017. 321 funds tracked by Wall St. Rank hold SQM as of Q2 2023.

United Capital Financial Advisors reported no remaining Sociedad Química y Minera de Chile position as of Q2 2023 after selling out during the quarter.
United Capital Financial Advisors sold 3,299 Sociedad Química y Minera de Chile shares in Q2 2023, an estimated $267K.
United Capital Financial Advisors first reported a position in Sociedad Química y Minera de Chile in Q1 2017 and held it in 10 quarters.
United Capital Financial Advisors's Sociedad Química y Minera de Chile position peaked at $410K in Q3 2017.
321 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.