Montag & Associates’s Yamana Gold, Inc. AUY Stock Holding History

Montag & Associates’s Portfolio AUY Stock Details AUY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,000	Closed	-$17.6K	–	954
2023 Q1	$17.6K	Hold	3,000	–	–	﹤0.01%	684
2022 Q4	$16.7K	Hold	3,000	–	–	﹤0.01%	681
2022 Q3	$14K	Hold	3,000	–	–	﹤0.01%	695
2022 Q2	$14K	Hold	3,000	–	–	﹤0.01%	675
2022 Q1	$17K	Hold	3,000	–	–	﹤0.01%	678
2021 Q4	$13K	Buy	+3,000	New	+$12.4K	﹤0.01%	712

Other funds holding AUY

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Montag & Associates's AUY Position: Q2 2023 in Review

Montag & Associates sold out of Yamana Gold, Inc. (AUY) in Q2 2023, closing a stake of 3,000 shares — an estimated $17.6K sold.

Montag & Associates first reported a position in AUY in Q4 2021 and held it in 6 quarters. The position peaked at $17.6K in Q1 2023. 1 fund tracked by Wall St. Rank holds AUY as of Q2 2023.

Montag & Associates reported no remaining Yamana Gold, Inc. position as of Q2 2023 after selling out during the quarter.
Montag & Associates sold 3,000 Yamana Gold, Inc. shares in Q2 2023, an estimated $17.6K.
Montag & Associates first reported a position in Yamana Gold, Inc. in Q4 2021 and held it in 6 quarters.
Montag & Associates's Yamana Gold, Inc. position peaked at $17.6K in Q1 2023.
1 fund tracked by Wall St. Rank held Yamana Gold, Inc. as of Q2 2023.

Based on Montag & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.