Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Equinox Gold EQX Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q3 		– Sell
-3,190
Closed -$17K – 4903
2024
Q2 		$17K Sell
3,190
-199
-6% -$1.11K ﹤0.01% 3211
2024
Q1 		$20K Buy
3,389
+230
+7% +$1.07K ﹤0.01% 2905
2023
Q4 		$15K Buy
3,159
+299
+10% +$1.42K ﹤0.01% 2938
2023
Q3 		$12K Buy
+2,860
New +$13.8K ﹤0.01% 3033
2023
Q2 		– Sell
-3,512
Closed -$18K – 4240
2023
Q1 		$18K Buy
3,512
+2,398
+215% +$9.99K ﹤0.01% 2569
2022
Q4 		$4K Buy
+1,114
New +$3.84K ﹤0.01% 3284
2022
Q2 		– Sell
-5,758
Closed -$48K – 3873
2022
Q1 		$48K Hold
5,758
– – ﹤0.01% 1627
2021
Q4 		$39K Buy
+5,758
New +$42K ﹤0.01% 1673
2021
Q2 		$186K Hold
26,811
– – ﹤0.01% 927
2021
Q1 		$186K Hold
26,811
– – ﹤0.01% 927
2020
Q4 		$186K Hold
26,811
– – ﹤0.01% 927
2020
Q3 		$186K Hold
26,811
– – ﹤0.01% 927
2020
Q2 		$186K Hold
26,811
– – ﹤0.01% 927
2020
Q1 		$186K Hold
26,811
– – ﹤0.01% 927
2019
Q4 		$186K Hold
26,811
– – ﹤0.01% 927
2019
Q3 		$186K Buy
+26,811
New +$155K ﹤0.01% 927

Other funds holding EQX

ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EQX Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Equinox Gold (EQX) in Q3 2024, closing a stake of 3,190 shares — an estimated $17K sold.

Carson Wealth (CWM LLC) first reported a position in EQX in Q3 2019 and held it in 16 quarters. The position peaked at $186K in Q2 2021. 189 funds tracked by Wall St. Rank hold EQX as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Equinox Gold position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,190 Equinox Gold shares in Q3 2024, an estimated $17K.
  • Carson Wealth (CWM LLC) first reported a position in Equinox Gold in Q3 2019 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s Equinox Gold position peaked at $186K in Q2 2021.
  • 189 funds tracked by Wall St. Rank held Equinox Gold as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.