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Elevation Wealth Partners’s Gold Fields GFI Stock Holding History

Elevation Wealth Partners’s Portfolio GFI Stock Details GFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-92
Closed -$1.46K – 521
2024
Q1 		$1.46K Buy
+92
New +$1.28K ﹤0.01% 425

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Dimensional Fund Advisors
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Massachusetts Financial Services
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OAG
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First Eagle Investment Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Elevation Wealth Partners's GFI Position: Q2 2024 in Review

Elevation Wealth Partners sold out of Gold Fields (GFI) in Q2 2024, closing a stake of 92 shares — an estimated $1.46K sold.

Elevation Wealth Partners first reported a position in GFI in Q1 2024 and held it in 1 quarter. The position peaked at $1.46K in Q1 2024. 232 funds tracked by Wall St. Rank hold GFI as of Q2 2024.

  • Elevation Wealth Partners reported no remaining Gold Fields position as of Q2 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 92 Gold Fields shares in Q2 2024, an estimated $1.46K.
  • Elevation Wealth Partners first reported a position in Gold Fields in Q1 2024 and held it in 1 quarter.
  • Elevation Wealth Partners's Gold Fields position peaked at $1.46K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Gold Fields as of Q2 2024.

Based on Elevation Wealth Partners's 13F filing for Q2 2024, filed 9 Jul 2024.