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Freedom Investment Management’s Vista Gold VGZ Stock Holding History

Freedom Investment Management’s Portfolio VGZ Stock Details VGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,648
Closed -$8.27K – 872
2024
Q1 		$8.27K Sell
14,648
-2,839
-16% -$1.16K ﹤0.01% 786
2023
Q4 		$7.9K Sell
17,487
-3,233
-16% -$1.2K ﹤0.01% 743
2023
Q3 		$8.91K Buy
20,720
+25
+0.1% +$12 ﹤0.01% 672
2023
Q2 		$10.8K Sell
20,695
-1,152
-5% -$704 ﹤0.01% 698
2023
Q1 		$13.2K Buy
21,847
+1,085
+5% +$612 ﹤0.01% 696
2022
Q4 		$10.3K Sell
20,762
-4,252
-17% -$2.32K ﹤0.01% 701
2022
Q3 		$13.2K Sell
25,014
-4,830
-16% -$2.83K ﹤0.01% 717
2022
Q2 		$20.3K Sell
29,844
-21,814
-42% -$18.5K ﹤0.01% 721
2022
Q1 		$54K Sell
51,658
-21,482
-29% -$17.7K ﹤0.01% 757
2021
Q4 		$52K Sell
73,140
-4,152
-5% -$3.01K ﹤0.01% 851
2021
Q3 		$56K Buy
77,292
+1,919
+3% +$1.64K ﹤0.01% 800
2021
Q2 		$93K Buy
75,373
+39,968
+113% +$46.1K 0.01% 852
2021
Q1 		$38K Buy
+35,405
New +$36K ﹤0.01% 833

Other funds holding VGZ

SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's VGZ Position: Q2 2024 in Review

Freedom Investment Management sold out of Vista Gold (VGZ) in Q2 2024, closing a stake of 14,648 shares — an estimated $8.27K sold.

Freedom Investment Management first reported a position in VGZ in Q1 2021 and held it in 13 quarters. The position peaked at $93K in Q2 2021. 33 funds tracked by Wall St. Rank hold VGZ as of Q2 2024.

  • Freedom Investment Management reported no remaining Vista Gold position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 14,648 Vista Gold shares in Q2 2024, an estimated $8.27K.
  • Freedom Investment Management first reported a position in Vista Gold in Q1 2021 and held it in 13 quarters.
  • Freedom Investment Management's Vista Gold position peaked at $93K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Vista Gold as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.