Axxcess Wealth Management’s Equinox Gold EQX Stock Holding History

Axxcess 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
2023 Q1	–	Sell	-34,500	Closed	-$113K	–	652
2022 Q4	$113K	Buy	+34,500	New	+$119K	0.01%	591

Other funds holding EQX

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Axxcess Wealth Management's EQX Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Equinox Gold (EQX) in Q1 2023, closing a stake of 34,500 shares — an estimated $113K sold.

Axxcess Wealth Management first reported a position in EQX in Q4 2022 and held it in 1 quarter. The position peaked at $113K in Q4 2022. 152 funds tracked by Wall St. Rank hold EQX as of Q1 2023.

Axxcess Wealth Management reported no remaining Equinox Gold position as of Q1 2023 after selling out during the quarter.
Axxcess Wealth Management sold 34,500 Equinox Gold shares in Q1 2023, an estimated $113K.
Axxcess Wealth Management first reported a position in Equinox Gold in Q4 2022 and held it in 1 quarter.
Axxcess Wealth Management's Equinox Gold position peaked at $113K in Q4 2022.
152 funds tracked by Wall St. Rank held Equinox Gold as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.