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Capital Planning Advisors’s TRX Gold Corp TRX Stock Holding History

Capital Planning Advisors’s Portfolio TRX Stock Details TRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,400
Closed -$4.88K – 145
2024
Q2 		$4.88K Buy
+12,400
New +$5.5K ﹤0.01% 136

Other funds holding TRX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Capital Planning Advisors's TRX Position: Q3 2024 in Review

Capital Planning Advisors sold out of TRX Gold Corp (TRX) in Q3 2024, closing a stake of 12,400 shares — an estimated $4.88K sold.

Capital Planning Advisors first reported a position in TRX in Q2 2024 and held it in 1 quarter. The position peaked at $4.88K in Q2 2024. 41 funds tracked by Wall St. Rank hold TRX as of Q3 2024.

  • Capital Planning Advisors reported no remaining TRX Gold Corp position as of Q3 2024 after selling out during the quarter.
  • Capital Planning Advisors sold 12,400 TRX Gold Corp shares in Q3 2024, an estimated $4.88K.
  • Capital Planning Advisors first reported a position in TRX Gold Corp in Q2 2024 and held it in 1 quarter.
  • Capital Planning Advisors's TRX Gold Corp position peaked at $4.88K in Q2 2024.
  • 41 funds tracked by Wall St. Rank held TRX Gold Corp as of Q3 2024.

Based on Capital Planning Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.