First Foundation Advisors’s TRX Gold Corp TRX Stock Holding History

First Foundation Advisors’s Portfolio TRX Stock Details TRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-117,371	Closed	-$44.6K	–	455
2023 Q4	$44.6K	Hold	117,371	–	–	﹤0.01%	414
2023 Q3	$43K	Hold	117,371	–	–	﹤0.01%	420
2023 Q2	$52K	Hold	117,371	–	–	﹤0.01%	413
2023 Q1	$56.6K	Hold	117,371	–	–	﹤0.01%	387
2022 Q4	$39.7K	Hold	117,371	–	–	﹤0.01%	398
2022 Q3	$46K	Hold	117,371	–	–	﹤0.01%	383
2022 Q2	$44K	Hold	117,371	–	–	﹤0.01%	399
2022 Q1	$36K	Hold	117,371	–	–	﹤0.01%	423
2021 Q4	$46K	Hold	117,371	–	–	﹤0.01%	436
2021 Q3	$58K	Hold	117,371	–	–	﹤0.01%	438
2021 Q2	$60K	Hold	117,371	–	–	﹤0.01%	446
2021 Q1	$69K	Hold	117,371	–	–	﹤0.01%	410
2020 Q4	$77K	Hold	117,371	–	–	﹤0.01%	407
2020 Q3	$82K	Hold	117,371	–	–	﹤0.01%	365
2020 Q2	$104K	Hold	117,371	–	–	0.01%	344
2020 Q1	$60K	Hold	117,371	–	–	﹤0.01%	330
2019 Q4	$72K	Hold	117,371	–	–	﹤0.01%	347
2019 Q3	$93K	Hold	117,371	–	–	0.01%	352
2019 Q2	$101K	Buy	+117,371	New	+$87.7K	0.01%	335
2019 Q1	–	Sell	-117,371	Closed	-$41K	–	384
2018 Q4	$41K	Hold	117,371	–	–	﹤0.01%	376
2018 Q3	$42K	Hold	117,371	–	–	﹤0.01%	354
2018 Q2	$50K	Hold	117,371	–	–	﹤0.01%	327
2018 Q1	$45K	Hold	117,371	–	–	﹤0.01%	313
2017 Q4	$33K	Hold	117,371	–	–	﹤0.01%	326
2017 Q3	$38K	Hold	117,371	–	–	﹤0.01%	305
2017 Q2	$52K	Hold	117,371	–	–	﹤0.01%	309
2017 Q1	$51K	Hold	117,371	–	–	﹤0.01%	309
2016 Q4	$59K	Hold	117,371	–	–	﹤0.01%	306
2016 Q3	$94K	Hold	117,371	–	–	0.01%	281
2016 Q2	$82K	Hold	117,371	–	–	0.01%	283
2016 Q1	$26K	Hold	117,371	–	–	﹤0.01%	293
2015 Q4	$31K	Hold	117,371	–	–	﹤0.01%	291
2015 Q3	$35K	Hold	117,371	–	–	﹤0.01%	232
2015 Q2	$39K	Hold	117,371	–	–	﹤0.01%	239
2015 Q1	$41K	Hold	117,371	–	–	﹤0.01%	238
2014 Q4	$76K	Hold	117,371	–	–	0.01%	238
2014 Q3	$248K	Buy	117,371 +63,780	+119%	+$145K	0.02%	189
2014 Q2	$121K	Buy	+53,591	New	+$114K	0.01%	225

Other funds holding TRX

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

GIM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Foundation Advisors's TRX Position: Q1 2024 in Review

First Foundation Advisors sold out of TRX Gold Corp (TRX) in Q1 2024, closing a stake of 117,371 shares — an estimated $44.6K sold.

First Foundation Advisors first reported a position in TRX in Q2 2014 and held it in 38 quarters. The position peaked at $248K in Q3 2014. 33 funds tracked by Wall St. Rank hold TRX as of Q1 2024.

First Foundation Advisors reported no remaining TRX Gold Corp position as of Q1 2024 after selling out during the quarter.
First Foundation Advisors sold 117,371 TRX Gold Corp shares in Q1 2024, an estimated $44.6K.
First Foundation Advisors first reported a position in TRX Gold Corp in Q2 2014 and held it in 38 quarters.
First Foundation Advisors's TRX Gold Corp position peaked at $248K in Q3 2014.
33 funds tracked by Wall St. Rank held TRX Gold Corp as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.