HB
EMX

HTLF Bank’s EMX Royalty EMX Stock Holding History

HTLF Bank’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-50,000
Closed -$81K – 248
2023
Q4 		$81K Buy
+50,000
New +$85.4K 0.01% 232

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM

HTLF Bank's EMX Position: Q1 2024 in Review

HTLF Bank sold out of EMX Royalty (EMX) in Q1 2024, closing a stake of 50,000 shares — an estimated $81K sold.

HTLF Bank first reported a position in EMX in Q4 2023 and held it in 1 quarter. The position peaked at $81K in Q4 2023. 36 funds tracked by Wall St. Rank hold EMX as of Q1 2024.

  • HTLF Bank reported no remaining EMX Royalty position as of Q1 2024 after selling out during the quarter.
  • HTLF Bank sold 50,000 EMX Royalty shares in Q1 2024, an estimated $81K.
  • HTLF Bank first reported a position in EMX Royalty in Q4 2023 and held it in 1 quarter.
  • HTLF Bank's EMX Royalty position peaked at $81K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held EMX Royalty as of Q1 2024.

Based on HTLF Bank's 13F filing for Q1 2024, filed 25 Apr 2024.