Evercore Wealth Management’s First Majestic Silver AG Stock Holding History

Evercore Wealth Management’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
2023 Q4	–	Sell	-22,500	Closed	-$115K	–	434
2023 Q3	$115K	Hold	22,500	–	–	﹤0.01%	394
2023 Q2	$127K	Buy	+22,500	New	+$144K	﹤0.01%	401

Other funds holding AG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Evercore Wealth Management's AG Position: Q4 2023 in Review

Evercore Wealth Management sold out of First Majestic Silver (AG) in Q4 2023, closing a stake of 22,500 shares — an estimated $115K sold.

Evercore Wealth Management first reported a position in AG in Q2 2023 and held it in 2 quarters. The position peaked at $127K in Q2 2023. 209 funds tracked by Wall St. Rank hold AG as of Q4 2023.

Evercore Wealth Management reported no remaining First Majestic Silver position as of Q4 2023 after selling out during the quarter.
Evercore Wealth Management sold 22,500 First Majestic Silver shares in Q4 2023, an estimated $115K.
Evercore Wealth Management first reported a position in First Majestic Silver in Q2 2023 and held it in 2 quarters.
Evercore Wealth Management's First Majestic Silver position peaked at $127K in Q2 2023.
209 funds tracked by Wall St. Rank held First Majestic Silver as of Q4 2023.

Based on Evercore Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.