KCM Investment Advisors’s EMX Royalty EMX Stock Holding History

KCM Investment Advisors’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
2023 Q2	–	Sell	-228,168	Closed	-$454K	–	388
2023 Q1	$454K	Buy	+228,168	New	+$453K	0.02%	283
2022 Q1	–	Sell	-17,950	Closed	-$41K	–	416
2021 Q4	$41K	Hold	17,950	–	–	﹤0.01%	418
2021 Q3	$46K	Sell	17,950 -17,680	-50%	-$50.4K	﹤0.01%	392
2021 Q2	$106K	Hold	35,630	–	–	﹤0.01%	386
2021 Q1	$105K	Sell	35,630 -17,370	-33%	-$57.7K	﹤0.01%	366
2020 Q4	$178K	Hold	53,000	–	–	0.01%	350
2020 Q3	$139K	Sell	53,000 -160,553	-75%	-$450K	0.01%	313
2020 Q2	$461K	Buy	213,553 +160,553	+303%	+$286K	0.03%	235
2020 Q1	$72K	Hold	53,000	–	–	﹤0.01%	305
2019 Q4	$87K	Hold	53,000	–	–	﹤0.01%	340
2019 Q3	$72K	Hold	53,000	–	–	﹤0.01%	324
2019 Q2	$65K	Hold	53,000	–	–	﹤0.01%	324
2019 Q1	$62K	Hold	53,000	–	–	﹤0.01%	315
2018 Q4	$60K	Buy	+53,000	New	+$64.1K	﹤0.01%	479

Other funds holding EMX

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 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

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM Investment Advisors's EMX Position: Q2 2023 in Review

KCM Investment Advisors sold out of EMX Royalty (EMX) in Q2 2023, closing a stake of 228,168 shares — an estimated $454K sold.

KCM Investment Advisors first reported a position in EMX in Q4 2018 and held it in 14 quarters. The position peaked at $461K in Q2 2020. 37 funds tracked by Wall St. Rank hold EMX as of Q2 2023.

KCM Investment Advisors reported no remaining EMX Royalty position as of Q2 2023 after selling out during the quarter.
KCM Investment Advisors sold 228,168 EMX Royalty shares in Q2 2023, an estimated $454K.
KCM Investment Advisors first reported a position in EMX Royalty in Q4 2018 and held it in 14 quarters.
KCM Investment Advisors's EMX Royalty position peaked at $461K in Q2 2020.
37 funds tracked by Wall St. Rank held EMX Royalty as of Q2 2023.

Based on KCM Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.