HWM
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HighMark Wealth Management’s TRX Gold Corp TRX Stock Holding History

HighMark Wealth Management’s Portfolio TRX Stock Details TRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed – – 554
2022
Q2 		$0 Buy
+1,000
New +$328 ﹤0.01% 541

Other funds holding TRX

HIM
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GIM
Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

HighMark Wealth Management's TRX Position: Q3 2022 in Review

HighMark Wealth Management sold out of TRX Gold Corp (TRX) in Q3 2022, closing a stake of 1,000 shares.

HighMark Wealth Management first reported a position in TRX in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 37 funds tracked by Wall St. Rank hold TRX as of Q3 2022.

  • HighMark Wealth Management reported no remaining TRX Gold Corp position as of Q3 2022 after selling out during the quarter.
  • HighMark Wealth Management sold 1,000 TRX Gold Corp shares in Q3 2022.
  • HighMark Wealth Management first reported a position in TRX Gold Corp in Q2 2022 and held it in 1 quarter.
  • HighMark Wealth Management's TRX Gold Corp position peaked at $0 in Q2 2022.
  • 37 funds tracked by Wall St. Rank held TRX Gold Corp as of Q3 2022.

Based on HighMark Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.