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Belpointe Asset Management’s Equinox Gold EQX Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-93,359
Closed -$481K – 1396
2023
Q1 		$481K Sell
93,359
-7,347
-7% -$30.6K 0.03% 582
2022
Q4 		$330K Sell
100,706
-22,426
-18% -$77.3K 0.02% 695
2022
Q3 		$449K Buy
123,132
+37,439
+44% +$146K 0.03% 543
2022
Q2 		$380K Buy
85,693
+20,269
+31% +$131K 0.03% 596
2022
Q1 		$541K Sell
65,424
-8,041
-11% -$56.6K 0.03% 519
2021
Q4 		$497K Buy
73,465
+183
+0.2% +$1.34K 0.03% 523
2021
Q3 		$483K Sell
73,282
-30,319
-29% -$204K 0.03% 523
2021
Q2 		$720K Sell
103,601
-1,942
-2% -$16.6K 0.05% 380
2021
Q1 		$843K Buy
+105,543
New +$975K 0.07% 287

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
Dimensional Fund Advisors
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
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Belpointe Asset Management's EQX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Equinox Gold (EQX) in Q2 2023, closing a stake of 93,359 shares — an estimated $481K sold.

Belpointe Asset Management first reported a position in EQX in Q1 2021 and held it in 9 quarters. The position peaked at $843K in Q1 2021. 161 funds tracked by Wall St. Rank hold EQX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Equinox Gold position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 93,359 Equinox Gold shares in Q2 2023, an estimated $481K.
  • Belpointe Asset Management first reported a position in Equinox Gold in Q1 2021 and held it in 9 quarters.
  • Belpointe Asset Management's Equinox Gold position peaked at $843K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held Equinox Gold as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.