HWM
SGDM icon

HighMark Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

HighMark Wealth Management’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,022
Closed -$76K – 404
2019
Q4 		$76K Buy
+3,022
New +$70.6K 0.08% 59

Other funds holding SGDM

AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighMark Wealth Management's SGDM Position: Q1 2020 in Review

HighMark Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q1 2020, closing a stake of 3,022 shares — an estimated $76K sold.

HighMark Wealth Management first reported a position in SGDM in Q4 2019 and held it in 1 quarter. The position peaked at $76K in Q4 2019. 36 funds tracked by Wall St. Rank hold SGDM as of Q1 2020.

  • HighMark Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q1 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 3,022 Sprott Gold Miners ETF shares in Q1 2020, an estimated $76K.
  • HighMark Wealth Management first reported a position in Sprott Gold Miners ETF in Q4 2019 and held it in 1 quarter.
  • HighMark Wealth Management's Sprott Gold Miners ETF position peaked at $76K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2020.

Based on HighMark Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.