Avidian Wealth Enterprises’s Sierra Metals Inc. Common Stock SMTS Stock Holding History

Avidian Wealth Enterprises’s Portfolio SMTS Stock Details SMTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-12,307	Closed	-$15K	–	516
2022 Q1	$15K	Hold	12,307	–	–	﹤0.01%	486
2021 Q4	$17K	Hold	12,307	–	–	﹤0.01%	530
2021 Q3	$22K	Hold	12,307	–	–	﹤0.01%	386
2021 Q2	$37K	Buy	+12,307	New	+$40.8K	﹤0.01%	391

Other funds holding SMTS

ARC

Arias Resource Capital George Town, Grand Cayman, Cayman Islands $58.6M AUM 26.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avidian Wealth Enterprises's SMTS Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of Sierra Metals Inc. Common Stock (SMTS) in Q2 2022, closing a stake of 12,307 shares — an estimated $15K sold.

Avidian Wealth Enterprises first reported a position in SMTS in Q2 2021 and held it in 4 quarters. The position peaked at $37K in Q2 2021. 29 funds tracked by Wall St. Rank hold SMTS as of Q2 2022.

Avidian Wealth Enterprises reported no remaining Sierra Metals Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Avidian Wealth Enterprises sold 12,307 Sierra Metals Inc. Common Stock shares in Q2 2022, an estimated $15K.
Avidian Wealth Enterprises first reported a position in Sierra Metals Inc. Common Stock in Q2 2021 and held it in 4 quarters.
Avidian Wealth Enterprises's Sierra Metals Inc. Common Stock position peaked at $37K in Q2 2021.
29 funds tracked by Wall St. Rank held Sierra Metals Inc. Common Stock as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.