GSWM
AG icon

Golden State Wealth Management’s First Majestic Silver AG Stock Holding History

Golden State 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
2020
Q2 		– Sell
-200
Closed -$1K – 222
2020
Q1 		$1K Buy
+200
New +$1.79K ﹤0.01% 896

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
CI
CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Golden State Wealth Management's AG Position: Q2 2020 in Review

Golden State Wealth Management sold out of First Majestic Silver (AG) in Q2 2020, closing a stake of 200 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in AG in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 151 funds tracked by Wall St. Rank hold AG as of Q2 2020.

  • Golden State Wealth Management reported no remaining First Majestic Silver position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 200 First Majestic Silver shares in Q2 2020, an estimated $1K.
  • Golden State Wealth Management first reported a position in First Majestic Silver in Q1 2020 and held it in 1 quarter.
  • Golden State Wealth Management's First Majestic Silver position peaked at $1K in Q1 2020.
  • 151 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.