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BSW Wealth Partners’s AngloGold Ashanti AU Stock Holding History

BSW Wealth Partners’s Portfolio AU Stock Details AU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,588
Closed -$201K – 270
2022
Q2 		$201K Sell
13,588
-110
-0.8% -$2.09K 0.05% 260
2022
Q1 		$325K Buy
13,698
+16
+0.1% +$347 0.08% 193
2021
Q4 		$287K Buy
13,682
+387
+3% +$7.54K 0.07% 201
2021
Q3 		$213K Buy
+13,295
New +$230K 0.06% 229

Other funds holding AU

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BSW Wealth Partners's AU Position: Q3 2022 in Review

BSW Wealth Partners sold out of AngloGold Ashanti (AU) in Q3 2022, closing a stake of 13,588 shares — an estimated $201K sold.

BSW Wealth Partners first reported a position in AU in Q3 2021 and held it in 4 quarters. The position peaked at $325K in Q1 2022. 177 funds tracked by Wall St. Rank hold AU as of Q3 2022.

  • BSW Wealth Partners reported no remaining AngloGold Ashanti position as of Q3 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 13,588 AngloGold Ashanti shares in Q3 2022, an estimated $201K.
  • BSW Wealth Partners first reported a position in AngloGold Ashanti in Q3 2021 and held it in 4 quarters.
  • BSW Wealth Partners's AngloGold Ashanti position peaked at $325K in Q1 2022.
  • 177 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q3 2022.

Based on BSW Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.