Independent Financial Group’s Trilogy Metals TMQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-20,606
Closed -$10.1K 1008
2023
Q3
$10.1K Buy
+20,606
New +$10.5K ﹤0.01% 896

Other funds holding TMQ

Independent Financial Group's TMQ Position: Q4 2023 in Review

Independent Financial Group sold out of Trilogy Metals (TMQ) in Q4 2023, closing a stake of 20,606 shares — an estimated $10.1K sold.

Independent Financial Group first reported a position in TMQ in Q3 2023 and held it in 1 quarter. The position peaked at $10.1K in Q3 2023. 46 funds tracked by Wall St. Rank hold TMQ as of Q4 2023.

  • Independent Financial Group reported no remaining Trilogy Metals position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 20,606 Trilogy Metals shares in Q4 2023, an estimated $10.1K.
  • Independent Financial Group first reported a position in Trilogy Metals in Q3 2023 and held it in 1 quarter.
  • Independent Financial Group's Trilogy Metals position peaked at $10.1K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Trilogy Metals as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.