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Heritage Wealth Advisors’s Pan American Silver PAAS Stock Holding History

Heritage Wealth Advisors’s Portfolio PAAS Stock Details PAAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$1.5K – 582
2021
Q1 		$1.5K Buy
+50
New +$1.62K ﹤0.01% 528

Other funds holding PAAS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $67.7B AUM 57.61% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Heritage Wealth Advisors's PAAS Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Pan American Silver (PAAS) in Q2 2021, closing a stake of 50 shares — an estimated $1.5K sold.

Heritage Wealth Advisors first reported a position in PAAS in Q1 2021 and held it in 1 quarter. The position peaked at $1.5K in Q1 2021. 287 funds tracked by Wall St. Rank hold PAAS as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining Pan American Silver position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 50 Pan American Silver shares in Q2 2021, an estimated $1.5K.
  • Heritage Wealth Advisors first reported a position in Pan American Silver in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Advisors's Pan American Silver position peaked at $1.5K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Pan American Silver as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.