LIWM
AUMN

Long Island Wealth Management’s Golden Minerals Company AUMN Stock Holding History

Long Island Wealth Management’s Portfolio AUMN Stock Details AUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-400
Closed – – 430
2023
Q4 		$0 Buy
+400
New +$284 ﹤0.01% 433

Other funds holding AUMN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Long Island Wealth Management's AUMN Position: Q1 2024 in Review

Long Island Wealth Management sold out of Golden Minerals Company (AUMN) in Q1 2024, closing a stake of 400 shares.

Long Island Wealth Management first reported a position in AUMN in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 21 funds tracked by Wall St. Rank hold AUMN as of Q1 2024.

  • Long Island Wealth Management reported no remaining Golden Minerals Company position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 400 Golden Minerals Company shares in Q1 2024.
  • Long Island Wealth Management first reported a position in Golden Minerals Company in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Golden Minerals Company position peaked at $0 in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Golden Minerals Company as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.