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BerganKDV Wealth Management’s Equinox Gold EQX Stock Holding History

BerganKDV 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
Q2 		– Sell
-2,500
Closed -$12.9K – 930
2023
Q1 		$12.9K Buy
2,500
+2,490
+24,900% +$10.4K ﹤0.01% 568
2022
Q4 		$33 Buy
+10
New +$34 ﹤0.01% 1031
2022
Q2 		– Sell
-2,800
Closed -$23K – 991
2022
Q1 		$23K Sell
2,800
-1,201
-30% -$8.45K ﹤0.01% 497
2021
Q4 		$27K Buy
4,001
+800
+25% +$5.84K ﹤0.01% 502
2021
Q3 		$21K Buy
3,201
+400
+14% +$2.69K ﹤0.01% 519
2021
Q2 		$19K Buy
2,801
+2,800
+280,000% +$23.9K ﹤0.01% 525
2021
Q1 		$0 Buy
+1
New +$9 ﹤0.01% 951
2020
Q4 		– Sell
-1,140
Closed -$13K – 963
2020
Q3 		$13K Buy
1,140
+140
+14% +$1.69K ﹤0.01% 476
2020
Q2 		$11K Buy
+1,000
New +$8.95K ﹤0.01% 528

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

BerganKDV Wealth Management's EQX Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Equinox Gold (EQX) in Q2 2023, closing a stake of 2,500 shares — an estimated $12.9K sold.

BerganKDV Wealth Management first reported a position in EQX in Q2 2020 and held it in 9 quarters. The position peaked at $27K in Q4 2021. 161 funds tracked by Wall St. Rank hold EQX as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Equinox Gold position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2,500 Equinox Gold shares in Q2 2023, an estimated $12.9K.
  • BerganKDV Wealth Management first reported a position in Equinox Gold in Q2 2020 and held it in 9 quarters.
  • BerganKDV Wealth Management's Equinox Gold position peaked at $27K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Equinox Gold as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.