Drive Wealth Management’s Sprott SII Stock Holding History

Drive Wealth Management’s Portfolio SII Stock Details SII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,000	Closed	-$333K	–	310
2022 Q4	$333K	Buy	+10,000	New	+$348K	0.17%	148

Other funds holding SII

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Drive Wealth Management's SII Position: Q1 2023 in Review

Drive Wealth Management sold out of Sprott (SII) in Q1 2023, closing a stake of 10,000 shares — an estimated $333K sold.

Drive Wealth Management first reported a position in SII in Q4 2022 and held it in 1 quarter. The position peaked at $333K in Q4 2022. 113 funds tracked by Wall St. Rank hold SII as of Q1 2023.

Drive Wealth Management reported no remaining Sprott position as of Q1 2023 after selling out during the quarter.
Drive Wealth Management sold 10,000 Sprott shares in Q1 2023, an estimated $333K.
Drive Wealth Management first reported a position in Sprott in Q4 2022 and held it in 1 quarter.
Drive Wealth Management's Sprott position peaked at $333K in Q4 2022.
113 funds tracked by Wall St. Rank held Sprott as of Q1 2023.

Based on Drive Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.