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

Focused 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
2024
Q1 		– Sell
-68
Closed -$421 – 230
2023
Q4 		$421 Hold
68
– – ﹤0.01% 922
2023
Q3 		$351 Hold
68
– – ﹤0.01% 941
2023
Q2 		$386 Hold
68
– – ﹤0.01% 968
2023
Q1 		$493 Hold
68
– – ﹤0.01% 935
2022
Q4 		$569 Hold
68
– – ﹤0.01% 933
2022
Q3 		$1K Hold
68
– – ﹤0.01% 803
2022
Q2 		$0 Hold
68
– – ﹤0.01% 914
2022
Q1 		$1K Hold
68
– – ﹤0.01% 840
2021
Q4 		$1K Hold
68
– – ﹤0.01% 857
2021
Q3 		$1K Buy
+68
New +$878 ﹤0.01% 855

Other funds holding AG

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focused Wealth Management's AG Position: Q1 2024 in Review

Focused Wealth Management sold out of First Majestic Silver (AG) in Q1 2024, closing a stake of 68 shares — an estimated $421 sold.

Focused Wealth Management first reported a position in AG in Q3 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 208 funds tracked by Wall St. Rank hold AG as of Q1 2024.

  • Focused Wealth Management reported no remaining First Majestic Silver position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 68 First Majestic Silver shares in Q1 2024, an estimated $421.
  • Focused Wealth Management first reported a position in First Majestic Silver in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's First Majestic Silver position peaked at $1K in Q3 2022.
  • 208 funds tracked by Wall St. Rank held First Majestic Silver as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.