IFP Advisors’s Marygold Companies MGLD Stock Holding History

IFP Advisors’s Portfolio MGLD Stock Details MGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-26	Closed	-$1K	–	4020
2022 Q4	$1K	Hold	26	–	–	﹤0.01%	4402
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	4610
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	4386
2022 Q1	$1K	Buy	+26	New	+$59	﹤0.01%	4385

Other funds holding MGLD

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

IFP Advisors's MGLD Position: Q1 2023 in Review

IFP Advisors sold out of Marygold Companies (MGLD) in Q1 2023, closing a stake of 26 shares — an estimated $1K sold.

IFP Advisors first reported a position in MGLD in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q4 2022. 6 funds tracked by Wall St. Rank hold MGLD as of Q1 2023.

IFP Advisors reported no remaining Marygold Companies position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 26 Marygold Companies shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in Marygold Companies in Q1 2022 and held it in 4 quarters.
IFP Advisors's Marygold Companies position peaked at $1K in Q4 2022.
6 funds tracked by Wall St. Rank held Marygold Companies as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.