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Ethos Financial Group’s First Majestic Silver AG Stock Holding History

Ethos Financial Group’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,000
Closed -$59K – 290
2024
Q1 		$59K Buy
+10,000
New +$50.1K 0.01% 275
2023
Q3 		– Sell
-10,050
Closed -$72.5K – 180
2023
Q2 		$72.5K Hold
10,050
– – 0.02% 146
2023
Q1 		$72.5K Hold
10,050
– – 0.02% 184
2022
Q4 		$83.8K Buy
+10,050
New +$87.8K 0.03% 143

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Mirae Asset Global ETFs Holdings
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TI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ethos Financial Group's AG Position: Q2 2024 in Review

Ethos Financial Group sold out of First Majestic Silver (AG) in Q2 2024, closing a stake of 10,000 shares — an estimated $59K sold.

Ethos Financial Group first reported a position in AG in Q4 2022 and held it in 4 quarters. The position peaked at $83.8K in Q4 2022. 214 funds tracked by Wall St. Rank hold AG as of Q2 2024.

  • Ethos Financial Group reported no remaining First Majestic Silver position as of Q2 2024 after selling out during the quarter.
  • Ethos Financial Group sold 10,000 First Majestic Silver shares in Q2 2024, an estimated $59K.
  • Ethos Financial Group first reported a position in First Majestic Silver in Q4 2022 and held it in 4 quarters.
  • Ethos Financial Group's First Majestic Silver position peaked at $83.8K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2024.

Based on Ethos Financial Group's 13F filing for Q2 2024, filed 12 Aug 2024.