Legacy Wealth Planning’s Yamana Gold, Inc. AUY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$204K Hold
45,000
0.34% 78
2022
Q2
$209K Hold
45,000
0.3% 86
2022
Q1
$251K Hold
45,000
0.3% 73
2021
Q4
$190K Hold
45,000
0.22% 96
2021
Q3
$178K Hold
45,000
0.2% 96
2021
Q2
$190K Hold
45,000
0.22% 98
2021
Q1
$195K Hold
45,000
0.25% 91
2020
Q4
$257K Hold
45,000
0.33% 63
2020
Q3
$256K Hold
45,000
0.29% 60
2020
Q2
$246K Hold
45,000
0.29% 57
2020
Q1
$124K Buy
+45,000
New +$170K 0.2% 71

Other funds holding AUY

Legacy Wealth Planning's AUY Position: Q3 2022 in Review

Legacy Wealth Planning held its Yamana Gold, Inc. (AUY) position steady in Q3 2022 at 45,000 shares worth $204K. The position accounts for 0.34% of the portfolio, ranked #78.

Legacy Wealth Planning first reported a position in AUY in Q1 2020 and has held it in 11 quarters since. The position peaked at $257K in Q4 2020. 283 funds tracked by Wall St. Rank hold AUY as of Q3 2022.

  • Legacy Wealth Planning held 45,000 shares of Yamana Gold, Inc. worth $204K as of Q3 2022.
  • Legacy Wealth Planning left its Yamana Gold, Inc. share count unchanged in Q3 2022.
  • Yamana Gold, Inc. made up 0.34% of Legacy Wealth Planning's portfolio in Q3 2022, its #78 holding.
  • Legacy Wealth Planning first reported a position in Yamana Gold, Inc. in Q1 2020 and has held it in 11 quarters since.
  • Legacy Wealth Planning's Yamana Gold, Inc. position peaked at $257K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Yamana Gold, Inc. as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.