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Avantax Advisory Services’s Vista Gold VGZ Stock Holding History

Avantax Advisory Services’s Portfolio VGZ Stock Details VGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,000
Closed -$9.94K – 1738
2023
Q4 		$9.94K Hold
22,000
– – ﹤0.01% 1565
2023
Q3 		$9.46K Hold
22,000
– – ﹤0.01% 1539
2023
Q2 		$11.4K Hold
22,000
– – ﹤0.01% 1498
2023
Q1 		$13.2K Hold
22,000
– – ﹤0.01% 1473
2022
Q4 		$10.9K Hold
22,000
– – ﹤0.01% 1409
2022
Q3 		$12K Hold
22,000
– – ﹤0.01% 1321
2022
Q2 		$15K Buy
+22,000
New +$18.7K ﹤0.01% 1294

Other funds holding VGZ

SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Advisory Services's VGZ Position: Q1 2024 in Review

Avantax Advisory Services sold out of Vista Gold (VGZ) in Q1 2024, closing a stake of 22,000 shares — an estimated $9.94K sold.

Avantax Advisory Services first reported a position in VGZ in Q2 2022 and held it in 7 quarters. The position peaked at $15K in Q2 2022. 37 funds tracked by Wall St. Rank hold VGZ as of Q1 2024.

  • Avantax Advisory Services reported no remaining Vista Gold position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 22,000 Vista Gold shares in Q1 2024, an estimated $9.94K.
  • Avantax Advisory Services first reported a position in Vista Gold in Q2 2022 and held it in 7 quarters.
  • Avantax Advisory Services's Vista Gold position peaked at $15K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Vista Gold as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.