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WR Wealth Planners’s Sociedad Química y Minera de Chile SQM Stock Holding History

WR Wealth Planners’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
-2
Closed -$162 – 970
2023
Q1 		$162 Buy
+2
New +$172 ﹤0.01% 901

Other funds holding SQM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

WR Wealth Planners's SQM Position: Q2 2023 in Review

WR Wealth Planners sold out of Sociedad Química y Minera de Chile (SQM) in Q2 2023, closing a stake of 2 shares — an estimated $162 sold.

WR Wealth Planners first reported a position in SQM in Q1 2023 and held it in 1 quarter. The position peaked at $162 in Q1 2023. 321 funds tracked by Wall St. Rank hold SQM as of Q2 2023.

  • WR Wealth Planners reported no remaining Sociedad Química y Minera de Chile position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 2 Sociedad Química y Minera de Chile shares in Q2 2023, an estimated $162.
  • WR Wealth Planners first reported a position in Sociedad Química y Minera de Chile in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Sociedad Química y Minera de Chile position peaked at $162 in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Sociedad Química y Minera de Chile as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.