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Carroll Financial Associates’s Equinox Gold EQX Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$1K Sell
238
-6,000
-96% -$43.8K ﹤0.01% 1545
2021
Q3 		$41K Hold
6,238
– – ﹤0.01% 795
2021
Q2 		$43K Buy
6,238
+6,000
+2,521% +$51.3K ﹤0.01% 856
2021
Q1 		$1K Hold
238
– – ﹤0.01% 1559
2020
Q4 		$2K Hold
238
– – ﹤0.01% 1381
2020
Q3 		$2K Hold
238
– – ﹤0.01% 1324
2020
Q2 		$2K Buy
+238
New +$2.13K ﹤0.01% 1346

Other funds holding EQX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

Carroll Financial Associates's EQX Position: Q4 2021 in Review

Carroll Financial Associates reduced its Equinox Gold (EQX) stake by 96% in Q4 2021, selling an estimated $43.8K and leaving 238 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Carroll Financial Associates first reported a position in EQX in Q2 2020 and has held it in 7 quarters since. The position peaked at $43K in Q2 2021. 167 funds tracked by Wall St. Rank hold EQX as of Q4 2021.

  • Carroll Financial Associates held 238 shares of Equinox Gold worth $1K as of Q4 2021.
  • Carroll Financial Associates sold 6,000 Equinox Gold shares in Q4 2021, an estimated $43.8K.
  • Equinox Gold made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1545 holding.
  • Carroll Financial Associates first reported a position in Equinox Gold in Q2 2020 and has held it in 7 quarters since.
  • Carroll Financial Associates's Equinox Gold position peaked at $43K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held Equinox Gold as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.