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Confluence Investment Management’s Equinox Gold EQX Stock Holding History

Confluence Investment 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
Q1 		– Sell
-35,079
Closed -$237K – 311
2021
Q4 		$237K Buy
35,079
+2,655
+8% +$19.4K ﹤0.01% 295
2021
Q3 		$214K Sell
32,424
-810
-2% -$5.45K ﹤0.01% 292
2021
Q2 		$231K Buy
33,234
+3,182
+11% +$27.2K ﹤0.01% 292
2021
Q1 		$240K Buy
30,052
+5,986
+25% +$55.3K ﹤0.01% 288
2020
Q4 		$249K Sell
24,066
-9,651
-29% -$105K ﹤0.01% 278
2020
Q3 		$395K Sell
33,717
-512
-1% -$6.16K 0.01% 243
2020
Q2 		$384K Sell
34,229
-368
-1% -$3.29K 0.01% 243
2020
Q1 		$229K Buy
+34,597
New +$273K ﹤0.01% 263

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 $3.44B AUM 125.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Confluence Investment Management's EQX Position: Q1 2022 in Review

Confluence Investment Management sold out of Equinox Gold (EQX) in Q1 2022, closing a stake of 35,079 shares — an estimated $237K sold.

Confluence Investment Management first reported a position in EQX in Q1 2020 and held it in 8 quarters. The position peaked at $395K in Q3 2020. 171 funds tracked by Wall St. Rank hold EQX as of Q1 2022.

  • Confluence Investment Management reported no remaining Equinox Gold position as of Q1 2022 after selling out during the quarter.
  • Confluence Investment Management sold 35,079 Equinox Gold shares in Q1 2022, an estimated $237K.
  • Confluence Investment Management first reported a position in Equinox Gold in Q1 2020 and held it in 8 quarters.
  • Confluence Investment Management's Equinox Gold position peaked at $395K in Q3 2020.
  • 171 funds tracked by Wall St. Rank held Equinox Gold as of Q1 2022.

Based on Confluence Investment Management's 13F filing for Q1 2022, filed 4 Apr 2022.