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Focus Financial Network’s Sprott Gold Miners ETF SGDM Stock Holding History

Focus Financial Network’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,450
Closed -$204K – 453
2020
Q2 		$204K Buy
+6,450
New +$183K 0.02% 371

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AA
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Focus Financial Network's SGDM Position: Q3 2020 in Review

Focus Financial Network sold out of Sprott Gold Miners ETF (SGDM) in Q3 2020, closing a stake of 6,450 shares — an estimated $204K sold.

Focus Financial Network first reported a position in SGDM in Q2 2020 and held it in 1 quarter. The position peaked at $204K in Q2 2020. 44 funds tracked by Wall St. Rank hold SGDM as of Q3 2020.

  • Focus Financial Network reported no remaining Sprott Gold Miners ETF position as of Q3 2020 after selling out during the quarter.
  • Focus Financial Network sold 6,450 Sprott Gold Miners ETF shares in Q3 2020, an estimated $204K.
  • Focus Financial Network first reported a position in Sprott Gold Miners ETF in Q2 2020 and held it in 1 quarter.
  • Focus Financial Network's Sprott Gold Miners ETF position peaked at $204K in Q2 2020.
  • 44 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2020.

Based on Focus Financial Network's 13F filing for Q3 2020, filed 24 Jul 2024.