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Essex Investment Management’s Vista Gold VGZ Stock Holding History

Essex Investment Management’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
2020
Q1 		– Sell
-350,000
Closed -$254K – 472
2019
Q4 		$254K Sell
350,000
-261,138
-43% -$189K 0.03% 356
2019
Q3 		$464K Buy
611,138
+297,956
+95% +$259K 0.07% 299
2019
Q2 		$238K Buy
313,182
+33,182
+12% +$21.4K 0.03% 353
2019
Q1 		$191K Hold
280,000
– – 0.03% 347
2018
Q4 		$147K Buy
+280,000
New +$144K 0.02% 357

Other funds holding VGZ

SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $120M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Investment Management's VGZ Position: Q1 2020 in Review

Essex Investment Management sold out of Vista Gold (VGZ) in Q1 2020, closing a stake of 350,000 shares — an estimated $254K sold.

Essex Investment Management first reported a position in VGZ in Q4 2018 and held it in 5 quarters. The position peaked at $464K in Q3 2019. 32 funds tracked by Wall St. Rank hold VGZ as of Q1 2020.

  • Essex Investment Management reported no remaining Vista Gold position as of Q1 2020 after selling out during the quarter.
  • Essex Investment Management sold 350,000 Vista Gold shares in Q1 2020, an estimated $254K.
  • Essex Investment Management first reported a position in Vista Gold in Q4 2018 and held it in 5 quarters.
  • Essex Investment Management's Vista Gold position peaked at $464K in Q3 2019.
  • 32 funds tracked by Wall St. Rank held Vista Gold as of Q1 2020.

Based on Essex Investment Management's 13F filing for Q1 2020, filed 4 May 2020.