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AE Wealth Management’s Equinox Gold EQX Stock Holding History

AE Wealth Management’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,077
Closed -$44.3K – 1394
2023
Q4 		$44.3K Hold
10,077
– – ﹤0.01% 1989
2023
Q3 		$42.6K Sell
10,077
-305
-3% -$1.47K ﹤0.01% 1887
2023
Q2 		$47.5K Buy
10,382
+189
+2% +$947 ﹤0.01% 1839
2023
Q1 		$52.5K Sell
10,193
-2,700
-21% -$11.2K ﹤0.01% 1814
2022
Q4 		$42.3K Sell
12,893
-400
-3% -$1.38K ﹤0.01% 1755
2022
Q3 		$49K Buy
+13,293
New +$51.7K ﹤0.01% 1688

Other funds holding EQX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's EQX Position: Q1 2024 in Review

AE Wealth Management sold out of Equinox Gold (EQX) in Q1 2024, closing a stake of 10,077 shares — an estimated $44.3K sold.

AE Wealth Management first reported a position in EQX in Q3 2022 and held it in 6 quarters. The position peaked at $52.5K in Q1 2023. 166 funds tracked by Wall St. Rank hold EQX as of Q1 2024.

  • AE Wealth Management reported no remaining Equinox Gold position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,077 Equinox Gold shares in Q1 2024, an estimated $44.3K.
  • AE Wealth Management first reported a position in Equinox Gold in Q3 2022 and held it in 6 quarters.
  • AE Wealth Management's Equinox Gold position peaked at $52.5K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Equinox Gold as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.