Heritage Wealth Management (Arizona)’s Yamana Gold, Inc. AUY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$278	Buy	50 +25	+100%	+$126	﹤0.01%	1058
2022 Q3	$0	Hold	25	–	–	﹤0.01%	1120
2022 Q2	$116	Hold	25	–	–	﹤0.01%	978
2022 Q1	$0	Buy	+25	New	+$118	﹤0.01%	1003
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	880
2021 Q2	$1K	Buy	+25	New	+$121	﹤0.01%	889

Other funds holding AUY

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Yamana Gold, Inc. (AUY) stake by 100% in Q4 2022, buying an estimated $126 and bringing the position to 50 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Heritage Wealth Management (Arizona) first reported a position in AUY in Q2 2021 and has held it in 6 quarters since. The position peaked at $1K in Q3 2021. 284 funds tracked by Wall St. Rank hold AUY as of Q4 2022.

Heritage Wealth Management (Arizona) held 50 shares of Yamana Gold, Inc. worth $278 as of Q4 2022.
Heritage Wealth Management (Arizona) bought 25 Yamana Gold, Inc. shares in Q4 2022, an estimated $126.
Yamana Gold, Inc. made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1058 holding.
Heritage Wealth Management (Arizona) first reported a position in Yamana Gold, Inc. in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Yamana Gold, Inc. position peaked at $1K in Q3 2021.
284 funds tracked by Wall St. Rank held Yamana Gold, Inc. as of Q4 2022.

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