KWA
EXK

Kingswood Wealth Advisors’s Endeavour Silver EXK Stock Holding History

Kingswood Wealth Advisors’s Portfolio EXK Stock Details EXK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,000
Closed -$24.1K – 677
2024
Q1 		$24.1K Buy
+10,000
New +$17.8K ﹤0.01% 612

Other funds holding EXK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kingswood Wealth Advisors's EXK Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Endeavour Silver (EXK) in Q2 2024, closing a stake of 10,000 shares — an estimated $24.1K sold.

Kingswood Wealth Advisors first reported a position in EXK in Q1 2024 and held it in 1 quarter. The position peaked at $24.1K in Q1 2024. 108 funds tracked by Wall St. Rank hold EXK as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Endeavour Silver position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,000 Endeavour Silver shares in Q2 2024, an estimated $24.1K.
  • Kingswood Wealth Advisors first reported a position in Endeavour Silver in Q1 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Endeavour Silver position peaked at $24.1K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Endeavour Silver as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.