Dumont & Blake Investment Advisors’s Vista Gold VGZ Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio VGZ Stock Details VGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30,000	Closed	-$14K	–	206
2023 Q4	$14K	Hold	30,000	–	–	﹤0.01%	194
2023 Q3	$13K	Hold	30,000	–	–	﹤0.01%	184
2023 Q2	$16K	Hold	30,000	–	–	0.01%	186
2023 Q1	$18K	Hold	30,000	–	–	0.01%	190
2022 Q4	$15K	Hold	30,000	–	–	0.01%	184
2022 Q3	$16K	Hold	30,000	–	–	0.01%	184
2022 Q2	$20K	Hold	30,000	–	–	0.01%	195
2022 Q1	$31K	Hold	30,000	–	–	0.01%	206
2021 Q4	$21K	Hold	30,000	–	–	0.01%	203
2021 Q3	$22K	Hold	30,000	–	–	0.01%	203
2021 Q2	$37K	Hold	30,000	–	–	0.01%	203
2021 Q1	$32K	Hold	30,000	–	–	0.01%	199
2020 Q4	$32K	Hold	30,000	–	–	0.01%	192
2020 Q3	$33K	Sell	30,000 -3,000	-9%	-$3.41K	0.01%	181
2020 Q2	$28K	Sell	33,000 -2,000	-6%	-$1.57K	0.01%	170
2020 Q1	$16K	Hold	35,000	–	–	0.01%	165
2019 Q4	$25K	Hold	35,000	–	–	0.01%	174
2019 Q3	$27K	Hold	35,000	–	–	0.01%	172
2019 Q2	$27K	Hold	35,000	–	–	0.01%	175
2019 Q1	$24K	Hold	35,000	–	–	0.01%	172
2018 Q4	$18K	Hold	35,000	–	–	0.01%	172
2018 Q3	$18K	Hold	35,000	–	–	0.01%	176
2018 Q2	$24K	Hold	35,000	–	–	0.01%	176
2018 Q1	$25K	Hold	35,000	–	–	0.01%	177
2017 Q4	$24K	Hold	35,000	–	–	0.01%	188
2017 Q3	$27K	Hold	35,000	–	–	0.01%	186
2017 Q2	$30K	Hold	35,000	–	–	0.01%	184
2017 Q1	$36K	Hold	35,000	–	–	0.02%	174
2016 Q4	$33K	Hold	35,000	–	–	0.02%	173
2016 Q3	$37K	Hold	35,000	–	–	0.02%	166
2016 Q2	$67K	Hold	35,000	–	–	0.03%	165
2016 Q1	$17K	Hold	35,000	–	–	0.01%	167
2015 Q4	$10K	Hold	35,000	–	–	0.01%	171
2015 Q3	$10K	Hold	35,000	–	–	0.01%	158
2015 Q2	$12K	Hold	35,000	–	–	0.01%	160
2015 Q1	$10K	Hold	35,000	–	–	﹤0.01%	158
2014 Q4	$10K	Hold	35,000	–	–	﹤0.01%	153
2014 Q3	$14K	Hold	35,000	–	–	0.01%	149
2014 Q2	$17K	Hold	35,000	–	–	0.01%	148
2014 Q1	$18K	Buy	35,000 +5,000	+17%	+$3K	0.01%	143
2013 Q4	$11K	Buy	30,000 +15,000	+100%	+$6.21K	0.01%	142
2013 Q3	$7K	Hold	15,000	–	–	﹤0.01%	142
2013 Q2	$15K	Buy	+15,000	New	+$22K	0.01%	116

Other funds holding VGZ

SVG

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

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RAM

Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return

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

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Dumont & Blake Investment Advisors's VGZ Position: Q1 2024 in Review

Dumont & Blake Investment Advisors sold out of Vista Gold (VGZ) in Q1 2024, closing a stake of 30,000 shares — an estimated $14K sold.

Dumont & Blake Investment Advisors first reported a position in VGZ in Q2 2013 and held it in 43 quarters. The position peaked at $67K in Q2 2016. 37 funds tracked by Wall St. Rank hold VGZ as of Q1 2024.

Dumont & Blake Investment Advisors reported no remaining Vista Gold position as of Q1 2024 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 30,000 Vista Gold shares in Q1 2024, an estimated $14K.
Dumont & Blake Investment Advisors first reported a position in Vista Gold in Q2 2013 and held it in 43 quarters.
Dumont & Blake Investment Advisors's Vista Gold position peaked at $67K in Q2 2016.
37 funds tracked by Wall St. Rank held Vista Gold as of Q1 2024.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.