CAL
AAU

Capital Analysts LLC’s Almaden Minerals Ltd AAU Stock Holding History

Capital Analysts LLC’s Portfolio AAU Stock Details AAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40,651
Closed -$6K – 1231
2023
Q3 		$6K Buy
+40,651
New +$5.49K ﹤0.01% 967

Other funds holding AAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Capital Analysts LLC's AAU Position: Q4 2023 in Review

Capital Analysts LLC sold out of Almaden Minerals Ltd (AAU) in Q4 2023, closing a stake of 40,651 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in AAU in Q3 2023 and held it in 1 quarter. The position peaked at $6K in Q3 2023. 24 funds tracked by Wall St. Rank hold AAU as of Q4 2023.

  • Capital Analysts LLC reported no remaining Almaden Minerals Ltd position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 40,651 Almaden Minerals Ltd shares in Q4 2023, an estimated $6K.
  • Capital Analysts LLC first reported a position in Almaden Minerals Ltd in Q3 2023 and held it in 1 quarter.
  • Capital Analysts LLC's Almaden Minerals Ltd position peaked at $6K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held Almaden Minerals Ltd as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.