Buckingham Strategic Wealth’s Trekor Metals TGB Stock Holding History

Buckingham Strategic Wealth’s Portfolio TGB Stock Details TGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$123K	Hold	50,000	–	–	﹤0.01%	730
2024 Q1	$109K	Hold	50,000	–	–	﹤0.01%	732
2023 Q4	$70K	Hold	50,000	–	–	﹤0.01%	706
2023 Q3	$63.5K	Hold	50,000	–	–	﹤0.01%	672
2023 Q2	$71.5K	Hold	50,000	–	–	﹤0.01%	677
2023 Q1	$73.5K	Hold	50,000	–	–	﹤0.01%	592
2022 Q4	$73.5K	Hold	50,000	–	–	﹤0.01%	594
2022 Q3	$57K	Hold	50,000	–	–	﹤0.01%	582
2022 Q2	$54K	Hold	50,000	–	–	﹤0.01%	585
2022 Q1	$115K	Hold	50,000	–	–	﹤0.01%	579
2021 Q4	$103K	Hold	50,000	–	–	﹤0.01%	581
2021 Q3	$95K	Hold	50,000	–	–	﹤0.01%	578
2021 Q2	$106K	Sell	50,000 -66	-0.1%	-$142	﹤0.01%	576
2021 Q1	$86K	Buy	50,066 +20,066	+67%	+$31.3K	﹤0.01%	536
2020 Q4	$40K	Hold	30,000	–	–	﹤0.01%	527
2020 Q3	$32K	Hold	30,000	–	–	﹤0.01%	472
2020 Q2	$15K	Hold	30,000	–	–	﹤0.01%	402
2020 Q1	$8K	Hold	30,000	–	–	﹤0.01%	457
2019 Q4	$14K	Buy	+30,000	New	+$12.7K	﹤0.01%	463
2016 Q3	–	Sell	-26,800	Closed	-$13K	–	249
2016 Q2	$13K	Buy	+26,800	New	+$14.2K	﹤0.01%	245

Other funds holding TGB

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Buckingham Strategic Wealth's TGB Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Trekor Metals (TGB) position steady in Q2 2024 at 50,000 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Buckingham Strategic Wealth first reported a position in TGB in Q2 2016 and has held it in 20 quarters since. 126 funds tracked by Wall St. Rank hold TGB as of Q2 2024.

Buckingham Strategic Wealth held 50,000 shares of Trekor Metals worth $123K as of Q2 2024.
Buckingham Strategic Wealth left its Trekor Metals share count unchanged in Q2 2024.
Trekor Metals made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #730 holding.
Buckingham Strategic Wealth first reported a position in Trekor Metals in Q2 2016 and has held it in 20 quarters since.
126 funds tracked by Wall St. Rank held Trekor Metals as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.