Charter Oak Capital Management’s Equinox Gold EQX Stock Holding History

Charter Oak Capital Management’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
2022 Q3	–	Sell	-300	Closed	-$1K	–	372
2022 Q2	$1K	Hold	300	–	–	﹤0.01%	871
2022 Q1	$2K	Hold	300	–	–	﹤0.01%	868
2021 Q4	$2K	Hold	300	–	–	﹤0.01%	775
2021 Q3	$2K	Hold	300	–	–	﹤0.01%	749
2021 Q2	$2K	Hold	300	–	–	﹤0.01%	739
2021 Q1	$2K	Sell	300 -200	-40%	-$1.85K	﹤0.01%	709
2020 Q4	$5K	Buy	+500	New	+$5.45K	﹤0.01%	596

Other funds holding EQX

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charter Oak Capital Management's EQX Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Equinox Gold (EQX) in Q3 2022, closing a stake of 300 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in EQX in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q4 2020. 136 funds tracked by Wall St. Rank hold EQX as of Q3 2022.

Charter Oak Capital Management reported no remaining Equinox Gold position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 300 Equinox Gold shares in Q3 2022, an estimated $1K.
Charter Oak Capital Management first reported a position in Equinox Gold in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Equinox Gold position peaked at $5K in Q4 2020.
136 funds tracked by Wall St. Rank held Equinox Gold as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.