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Heritage Wealth Management (Arizona)’s Eldorado Gold EGO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EGO Stock Details EGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$100 Buy
12
+6
+100% +$43 ﹤0.01% 1068
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1034
2022
Q2 		$38 Buy
+6
New +$55 ﹤0.01% 984
2021
Q3 		$0 Hold
6
– – ﹤0.01% 899
2021
Q2 		$1K Buy
+6
New +$67 ﹤0.01% 860

Other funds holding EGO

HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Eldorado Gold (EGO) stake by 100% in Q4 2022, buying an estimated $43 and bringing the position to 12 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Heritage Wealth Management (Arizona) first reported a position in EGO in Q2 2021 and has held it in 5 quarters since. The position peaked at $1K in Q2 2021. 131 funds tracked by Wall St. Rank hold EGO as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 12 shares of Eldorado Gold worth $100 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 6 Eldorado Gold shares in Q4 2022, an estimated $43.
  • Eldorado Gold made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1068 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Eldorado Gold in Q2 2021 and has held it in 5 quarters since.
  • Heritage Wealth Management (Arizona)'s Eldorado Gold position peaked at $1K in Q2 2021.
  • 131 funds tracked by Wall St. Rank held Eldorado Gold as of Q4 2022.

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