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Arete Wealth Advisors’s Equinox Gold EQX Stock Holding History

Arete Wealth Advisors’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
2022
Q4 		– Sell
-42,690
Closed -$156K – 654
2022
Q3 		$156K Sell
42,690
-4,952
-10% -$19.3K 0.02% 527
2022
Q2 		$212K Sell
47,642
-176
-0.4% -$1.14K 0.02% 416
2022
Q1 		$395K Buy
+47,818
New +$336K 0.03% 337

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
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arete Wealth Advisors's EQX Position: Q4 2022 in Review

Arete Wealth Advisors sold out of Equinox Gold (EQX) in Q4 2022, closing a stake of 42,690 shares — an estimated $156K sold.

Arete Wealth Advisors first reported a position in EQX in Q1 2022 and held it in 3 quarters. The position peaked at $395K in Q1 2022. 155 funds tracked by Wall St. Rank hold EQX as of Q4 2022.

  • Arete Wealth Advisors reported no remaining Equinox Gold position as of Q4 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 42,690 Equinox Gold shares in Q4 2022, an estimated $156K.
  • Arete Wealth Advisors first reported a position in Equinox Gold in Q1 2022 and held it in 3 quarters.
  • Arete Wealth Advisors's Equinox Gold position peaked at $395K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Equinox Gold as of Q4 2022.

Based on Arete Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.