Heritage Wealth Management (Arizona)’s Golden Minerals Company AUMN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AUMN Stock Details AUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$12.7K	Buy	1,856 +928	+100%	+$6.08K	﹤0.01%	738
2022 Q3	$6K	Hold	928	–	–	﹤0.01%	745
2022 Q2	$8.29K	Hold	928	–	–	﹤0.01%	693
2022 Q1	$12K	Buy	+928	New	+$10.5K	﹤0.01%	689
2021 Q3	$10K	Hold	928	–	–	﹤0.01%	661
2021 Q2	$14K	Hold	928	–	–	0.01%	623
2021 Q1	$15K	Buy	+928	New	+$17.8K	0.01%	527

Other funds holding AUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AUMN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Golden Minerals Company (AUMN) stake by 100% in Q4 2022, buying an estimated $6.08K and bringing the position to 1,856 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Heritage Wealth Management (Arizona) first reported a position in AUMN in Q1 2021 and has held it in 7 quarters since. The position peaked at $15K in Q1 2021. 35 funds tracked by Wall St. Rank hold AUMN as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,856 shares of Golden Minerals Company worth $12.7K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 928 Golden Minerals Company shares in Q4 2022, an estimated $6.08K.
Golden Minerals Company made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #738 holding.
Heritage Wealth Management (Arizona) first reported a position in Golden Minerals Company in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Golden Minerals Company position peaked at $15K in Q1 2021.
35 funds tracked by Wall St. Rank held Golden Minerals Company as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.