Bogart Wealth LLC’s Equinox Gold EQX Stock Holding History

Bogart Wealth LLC’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
2022 Q3	–	Sell	-888	Closed	-$4K	–	1028
2022 Q2	$4K	Hold	888	–	–	﹤0.01%	666
2022 Q1	$7K	Hold	888	–	–	﹤0.01%	534
2021 Q4	$6K	Hold	888	–	–	﹤0.01%	530
2021 Q3	$6K	Hold	888	–	–	﹤0.01%	516
2021 Q2	$6K	Buy	+888	New	+$7.59K	﹤0.01%	494

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

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

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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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bogart Wealth LLC's EQX Position: Q3 2022 in Review

Bogart Wealth LLC sold out of Equinox Gold (EQX) in Q3 2022, closing a stake of 888 shares — an estimated $4K sold.

Bogart Wealth LLC first reported a position in EQX in Q2 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 136 funds tracked by Wall St. Rank hold EQX as of Q3 2022.

Bogart Wealth LLC reported no remaining Equinox Gold position as of Q3 2022 after selling out during the quarter.
Bogart Wealth LLC sold 888 Equinox Gold shares in Q3 2022, an estimated $4K.
Bogart Wealth LLC first reported a position in Equinox Gold in Q2 2021 and held it in 5 quarters.
Bogart Wealth LLC's Equinox Gold position peaked at $7K in Q1 2022.
136 funds tracked by Wall St. Rank held Equinox Gold as of Q3 2022.

Based on Bogart Wealth LLC's 13F filing for Q3 2022, filed 3 Nov 2022.