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Bedel Financial Consulting’s TRX Gold Corp TRX Stock Holding History

Bedel Financial Consulting’s Portfolio TRX Stock Details TRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100,000
Closed -$38K – 258
2023
Q4 		$38K Hold
100,000
– – 0.01% 244
2023
Q3 		$36.6K Hold
100,000
– – 0.01% 233
2023
Q2 		$44.3K Buy
+100,000
New +$50.1K 0.01% 238
2022
Q3 		– Sell
-34,000
Closed -$13K – 222
2022
Q2 		$13K Sell
34,000
-27,000
-44% -$8.86K ﹤0.01% 195
2022
Q1 		$19K Hold
61,000
– – 0.01% 558
2021
Q4 		$24K Hold
61,000
– – 0.01% 536
2021
Q3 		$30K Hold
61,000
– – 0.01% 478
2021
Q2 		$31K Hold
61,000
– – 0.01% 476
2021
Q1 		$36K Buy
+61,000
New +$42.4K 0.01% 418

Other funds holding TRX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bedel Financial Consulting's TRX Position: Q1 2024 in Review

Bedel Financial Consulting sold out of TRX Gold Corp (TRX) in Q1 2024, closing a stake of 100,000 shares — an estimated $38K sold.

Bedel Financial Consulting first reported a position in TRX in Q1 2021 and held it in 9 quarters. The position peaked at $44.3K in Q2 2023. 33 funds tracked by Wall St. Rank hold TRX as of Q1 2024.

  • Bedel Financial Consulting reported no remaining TRX Gold Corp position as of Q1 2024 after selling out during the quarter.
  • Bedel Financial Consulting sold 100,000 TRX Gold Corp shares in Q1 2024, an estimated $38K.
  • Bedel Financial Consulting first reported a position in TRX Gold Corp in Q1 2021 and held it in 9 quarters.
  • Bedel Financial Consulting's TRX Gold Corp position peaked at $44.3K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held TRX Gold Corp as of Q1 2024.

Based on Bedel Financial Consulting's 13F filing for Q1 2024, filed 7 May 2024.