MFA
TGB

Morling Financial Advisors’s Trekor Metals TGB Stock Holding History

Morling Financial Advisors’s Portfolio TGB Stock Details TGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-22,000
Closed -$50K – 87
2022
Q1 		$50K Hold
22,000
– – 0.06% 72
2021
Q4 		$45K Buy
+22,000
New +$45.9K 0.04% 70

Other funds holding TGB

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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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morling Financial Advisors's TGB Position: Q2 2022 in Review

Morling Financial Advisors sold out of Trekor Metals (TGB) in Q2 2022, closing a stake of 22,000 shares — an estimated $50K sold.

Morling Financial Advisors first reported a position in TGB in Q4 2021 and held it in 2 quarters. The position peaked at $50K in Q1 2022. 97 funds tracked by Wall St. Rank hold TGB as of Q2 2022.

  • Morling Financial Advisors reported no remaining Trekor Metals position as of Q2 2022 after selling out during the quarter.
  • Morling Financial Advisors sold 22,000 Trekor Metals shares in Q2 2022, an estimated $50K.
  • Morling Financial Advisors first reported a position in Trekor Metals in Q4 2021 and held it in 2 quarters.
  • Morling Financial Advisors's Trekor Metals position peaked at $50K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Trekor Metals as of Q2 2022.

Based on Morling Financial Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.