Jeppson Wealth Management’s Yamana Gold, Inc. AUY Stock Holding History

Jeppson Wealth Management’s Portfolio AUY Stock Details AUY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-23,950	Closed	-$140K	–	209
2023 Q1	$140K	Sell	23,950 -150	-0.6%	-$853	0.06%	193
2022 Q4	$134K	Hold	24,100	–	–	0.06%	200
2022 Q3	$109K	Hold	24,100	–	–	0.05%	191
2022 Q2	$112K	Buy	24,100 +1,500	+7%	+$8.13K	0.05%	188
2022 Q1	$126K	Hold	22,600	–	–	0.06%	168
2021 Q4	$95K	Hold	22,600	–	–	0.05%	158
2021 Q3	$89K	Hold	22,600	–	–	0.05%	154
2021 Q2	$95K	Hold	22,600	–	–	0.05%	150
2021 Q1	$98K	Hold	22,600	–	–	0.06%	139
2020 Q4	$129K	Hold	22,600	–	–	0.09%	135
2020 Q3	$128K	Buy	+22,600	New	+$135K	0.1%	152

Other funds holding AUY

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Jeppson Wealth Management's AUY Position: Q2 2023 in Review

Jeppson Wealth Management sold out of Yamana Gold, Inc. (AUY) in Q2 2023, closing a stake of 23,950 shares — an estimated $140K sold.

Jeppson Wealth Management first reported a position in AUY in Q3 2020 and held it in 11 quarters. The position peaked at $140K in Q1 2023. 1 fund tracked by Wall St. Rank holds AUY as of Q2 2023.

Jeppson Wealth Management reported no remaining Yamana Gold, Inc. position as of Q2 2023 after selling out during the quarter.
Jeppson Wealth Management sold 23,950 Yamana Gold, Inc. shares in Q2 2023, an estimated $140K.
Jeppson Wealth Management first reported a position in Yamana Gold, Inc. in Q3 2020 and held it in 11 quarters.
Jeppson Wealth Management's Yamana Gold, Inc. position peaked at $140K in Q1 2023.
1 fund tracked by Wall St. Rank held Yamana Gold, Inc. as of Q2 2023.

Based on Jeppson Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.