Key Financial Inc’s Trekor Metals TGB Stock Holding History

Key Financial Inc’s Portfolio TGB Stock Details TGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-298	Closed	-$426	–	1393
2023 Q2	$426	Buy	+298	New	+$446	﹤0.01%	1306

Other funds holding TGB

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Key Financial Inc's TGB Position: Q3 2023 in Review

Key Financial Inc sold out of Trekor Metals (TGB) in Q3 2023, closing a stake of 298 shares — an estimated $426 sold.

Key Financial Inc first reported a position in TGB in Q2 2023 and held it in 1 quarter. The position peaked at $426 in Q2 2023. 92 funds tracked by Wall St. Rank hold TGB as of Q3 2023.

Key Financial Inc reported no remaining Trekor Metals position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 298 Trekor Metals shares in Q3 2023, an estimated $426.
Key Financial Inc first reported a position in Trekor Metals in Q2 2023 and held it in 1 quarter.
Key Financial Inc's Trekor Metals position peaked at $426 in Q2 2023.
92 funds tracked by Wall St. Rank held Trekor Metals as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.