Key Financial Inc’s Yamana Gold, Inc. AUY Stock Holding History

Key Financial Inc’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	-5,000	Closed	-$29.3K	–	1397
2023 Q1	$29.3K	Hold	5,000	–	–	0.01%	468
2022 Q4	$22.6K	Hold	5,000	–	–	0.01%	472
2022 Q3	$23K	Hold	5,000	–	–	0.01%	479
2022 Q2	$24K	Hold	5,000	–	–	0.01%	476
2022 Q1	$28K	Hold	5,000	–	–	0.01%	446
2021 Q4	$21K	Hold	5,000	–	–	0.01%	488
2021 Q3	$20K	Hold	5,000	–	–	0.01%	475
2021 Q2	$22K	Buy	+5,000	New	+$24.2K	0.01%	459

Other funds holding AUY

BTI

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

Key Financial Inc's AUY Position: Q2 2023 in Review

Key Financial Inc sold out of Yamana Gold, Inc. (AUY) in Q2 2023, closing a stake of 5,000 shares — an estimated $29.3K sold.

Key Financial Inc first reported a position in AUY in Q2 2021 and held it in 8 quarters. The position peaked at $29.3K in Q1 2023. 1 fund tracked by Wall St. Rank holds AUY as of Q2 2023.

Key Financial Inc reported no remaining Yamana Gold, Inc. position as of Q2 2023 after selling out during the quarter.
Key Financial Inc sold 5,000 Yamana Gold, Inc. shares in Q2 2023, an estimated $29.3K.
Key Financial Inc first reported a position in Yamana Gold, Inc. in Q2 2021 and held it in 8 quarters.
Key Financial Inc's Yamana Gold, Inc. position peaked at $29.3K in Q1 2023.
1 fund tracked by Wall St. Rank held Yamana Gold, Inc. as of Q2 2023.

Based on Key Financial Inc's 13F filing for Q2 2023, filed 28 Jul 2023.