Creative Planning’s Yamana Gold, Inc. AUY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,888
| Closed | -$116K | – | 2896 |
|
|
2023
Q1 | $116K | Sell |
19,888
-13,901
| -41% | -$79K | ﹤0.01% | 2230 |
|
|
2022
Q4 | $188K | Buy |
33,789
+9,216
| +38% | +$46.6K | ﹤0.01% | 2035 |
|
|
2022
Q3 | $111K | Buy |
24,573
+920
| +4% | +$4.26K | ﹤0.01% | 2013 |
|
|
2022
Q2 | $110K | Buy |
23,653
+410
| +2% | +$2.22K | ﹤0.01% | 1961 |
|
|
2022
Q1 | $130K | Sell |
23,243
-1,376
| -6% | -$6.5K | ﹤0.01% | 1957 |
|
|
2021
Q4 | $104K | Sell |
24,619
-5,427
| -18% | -$22.5K | ﹤0.01% | 1950 |
|
|
2021
Q3 | $119K | Buy |
30,046
+4,178
| +16% | +$17.7K | ﹤0.01% | 1924 |
|
|
2021
Q2 | $109K | Sell |
25,868
-2,907
| -10% | -$14.1K | ﹤0.01% | 1863 |
|
|
2021
Q1 | $125K | Sell |
28,775
-6,648
| -19% | -$31.7K | ﹤0.01% | 2207 |
|
|
2020
Q4 | $202K | Sell |
35,423
-1,212
| -3% | -$6.82K | ﹤0.01% | 1900 |
|
|
2020
Q3 | $208K | Sell |
36,635
-1,433
| -4% | -$8.59K | ﹤0.01% | 1661 |
|
|
2020
Q2 | $208K | Sell |
38,068
-3,056
| -7% | -$14.6K | ﹤0.01% | 1507 |
|
|
2020
Q1 | $113K | Buy |
41,124
+13,902
| +51% | +$52.4K | ﹤0.01% | 1503 |
|
|
2019
Q4 | $108K | Buy |
27,222
+50
| +0.2% | +$176 | ﹤0.01% | 1744 |
|
|
2019
Q3 | $86K | Buy |
27,172
+2,018
| +8% | +$6.44K | ﹤0.01% | 1735 |
|
|
2019
Q2 | $63K | Buy |
25,154
+1,600
| +7% | +$3.52K | ﹤0.01% | 1796 |
|
|
2019
Q1 | $61K | Sell |
23,554
-8,839
| -27% | -$22.9K | ﹤0.01% | 1760 |
|
|
2018
Q4 | $76K | Sell |
32,393
-11,795
| -27% | -$27.5K | ﹤0.01% | 1666 |
|
|
2018
Q3 | $110K | Buy |
44,188
+1,806
| +4% | +$5.02K | ﹤0.01% | 1775 |
|
|
2018
Q2 | $123K | Buy |
42,382
+17,360
| +69% | +$50.5K | ﹤0.01% | 1733 |
|
|
2018
Q1 | $69K | Sell |
25,022
-12,050
| -33% | -$37.2K | ﹤0.01% | 1794 |
|
|
2017
Q4 | $116K | Buy |
37,072
+23,399
| +171% | +$62.5K | ﹤0.01% | 1704 |
|
|
2017
Q3 | $36K | Sell |
13,673
-31,965
| -70% | -$85.1K | ﹤0.01% | 1804 |
|
|
2017
Q2 | $111K | Buy |
45,638
+19,795
| +77% | +$53.4K | ﹤0.01% | 1916 |
|
|
2017
Q1 | $71K | Buy |
25,843
+10,619
| +70% | +$32.1K | ﹤0.01% | 2201 |
|
|
2016
Q4 | $43K | Sell |
15,224
-2,376
| -14% | -$7.76K | ﹤0.01% | 2518 |
|
|
2016
Q3 | $76K | Sell |
17,600
-1,019
| -5% | -$5.25K | ﹤0.01% | 2048 |
|
|
2016
Q2 | $97K | Sell |
18,619
-7,914
| -30% | -$35.5K | ﹤0.01% | 1701 |
|
|
2016
Q1 | $81K | Buy |
26,533
+3,450
| +15% | +$8.44K | ﹤0.01% | 1762 |
|
|
2015
Q4 | $43K | Sell |
23,083
-1,300
| -5% | -$2.71K | ﹤0.01% | 2239 |
|
|
2015
Q3 | $41K | Sell |
24,383
-4,168
| -15% | -$8.52K | ﹤0.01% | 2186 |
|
|
2015
Q2 | $86K | Buy |
28,551
+4,765
| +20% | +$17.4K | ﹤0.01% | 991 |
|
|
2015
Q1 | $85K | Buy |
23,786
+2,466
| +12% | +$9.99K | ﹤0.01% | 1664 |
|
|
2014
Q4 | $86K | Buy |
21,320
+2,361
| +12% | +$10.7K | ﹤0.01% | 1626 |
|
|
2014
Q3 | $114K | Buy |
18,959
+7,101
| +60% | +$56.6K | ﹤0.01% | 1391 |
|
|
2014
Q2 | $97K | Buy |
11,858
+1,861
| +19% | +$14.6K | ﹤0.01% | 1453 |
|
|
2014
Q1 | $88K | Buy |
9,997
+156
| +2% | +$1.51K | ﹤0.01% | 1484 |
|
|
2013
Q4 | $85K | Sell |
9,841
-6,323
| -39% | -$58.4K | ﹤0.01% | 1296 |
|
|
2013
Q3 | $168K | Buy |
16,164
+10,250
| +173% | +$108K | ﹤0.01% | 837 |
|
|
2013
Q2 | $56K | Buy |
+5,914
| New | +$69K | ﹤0.01% | 1325 |
|
Other funds holding AUY
Creative Planning's AUY Position: Q2 2023 in Review
Creative Planning sold out of Yamana Gold, Inc. (AUY) in Q2 2023, closing a stake of 19,888 shares — an estimated $116K sold.
Creative Planning first reported a position in AUY in Q2 2013 and held it in 40 quarters. The position peaked at $208K in Q3 2020. 1 fund tracked by Wall St. Rank holds AUY as of Q2 2023.
- Creative Planning reported no remaining Yamana Gold, Inc. position as of Q2 2023 after selling out during the quarter.
- Creative Planning sold 19,888 Yamana Gold, Inc. shares in Q2 2023, an estimated $116K.
- Creative Planning first reported a position in Yamana Gold, Inc. in Q2 2013 and held it in 40 quarters.
- Creative Planning's Yamana Gold, Inc. position peaked at $208K in Q3 2020.
- 1 fund tracked by Wall St. Rank held Yamana Gold, Inc. as of Q2 2023.
Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.