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Evolution Wealth Advisors’s Equinox Gold EQX Stock Holding History

Evolution Wealth Advisors’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-823,100
Closed -$8.51M – 649
2020
Q4 		$8.51M Hold
823,100
– – 1.92% 17
2020
Q3 		$9.62M Buy
+823,100
New +$9.91M 2.63% 11

Other funds holding EQX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Evolution Wealth Advisors's EQX Position: Q1 2021 in Review

Evolution Wealth Advisors sold out of Equinox Gold (EQX) in Q1 2021, closing a stake of 823,100 shares — an estimated $8.51M sold.

Evolution Wealth Advisors first reported a position in EQX in Q3 2020 and held it in 2 quarters. The position peaked at $9.62M in Q3 2020. 139 funds tracked by Wall St. Rank hold EQX as of Q1 2021.

  • Evolution Wealth Advisors reported no remaining Equinox Gold position as of Q1 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 823,100 Equinox Gold shares in Q1 2021, an estimated $8.51M.
  • Evolution Wealth Advisors first reported a position in Equinox Gold in Q3 2020 and held it in 2 quarters.
  • Evolution Wealth Advisors's Equinox Gold position peaked at $9.62M in Q3 2020.
  • 139 funds tracked by Wall St. Rank held Equinox Gold as of Q1 2021.

Based on Evolution Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.