Creative Planning’s Yamana Gold, Inc. AUY Stock Holding History

Creative Planning’s Portfolio AUY Stock Details AUY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,500	Closed	-$1K	–	2694
2021 Q1	$1K	Hold	3,500	–	–	﹤0.01%	2603
2020 Q4	$3K	Buy	+3,500	New	+$19.7K	﹤0.01%	2293
2020 Q3	–	Sell	-2,000	Closed	-$3K	–	2306
2020 Q2	$3K	Buy	+2,000	New	+$9.56K	﹤0.01%	1945
2014 Q2	–	Sell	-1,000	Closed	-$1K	–	4010
2014 Q1	$1K	Buy	+1,000	New	+$9.67K	﹤0.01%	3541

Other funds holding AUY

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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.