MSFP
AUGO

Mark Sheptoff Financial Planning’s Aura Minerals Inc AUGO Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AUGO Stock Details AUGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$178K Sell
2,200
-150
-6% -$10.5K 0.09% 107
2025
Q4 		$118K Buy
+2,350
New +$92.3K 0.06% 131

Other funds holding AUGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mark Sheptoff Financial Planning's AUGO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Aura Minerals Inc (AUGO) stake by 6.4% in Q1 2026, selling an estimated $10.5K and leaving 2,200 shares worth $178K. The position accounts for 0.09% of the portfolio, ranked #107.

Mark Sheptoff Financial Planning first reported a position in AUGO in Q4 2025 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold AUGO as of Q1 2026.

  • Mark Sheptoff Financial Planning held 2,200 shares of Aura Minerals Inc worth $178K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 150 Aura Minerals Inc shares in Q1 2026, an estimated $10.5K.
  • Aura Minerals Inc made up 0.09% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #107 holding.
  • Mark Sheptoff Financial Planning first reported a position in Aura Minerals Inc in Q4 2025 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Aura Minerals Inc as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.