M
EMX

MOTCO’s EMX Royalty EMX Stock Holding History

MOTCO’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$534 – 509
2024
Q3 		$534 Hold
300
– – ﹤0.01% 581
2024
Q2 		$540 Buy
+300
New +$571 ﹤0.01% 704

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
MC
Medici Capital Newport Beach, California $81.2M AUM 76.04% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Privium Fund Management Amsterdam, Netherlands $480M AUM 77.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MOTCO's EMX Position: Q4 2024 in Review

MOTCO sold out of EMX Royalty (EMX) in Q4 2024, closing a stake of 300 shares — an estimated $534 sold.

MOTCO first reported a position in EMX in Q2 2024 and held it in 2 quarters. The position peaked at $540 in Q2 2024. 51 funds tracked by Wall St. Rank hold EMX as of Q4 2024.

  • MOTCO reported no remaining EMX Royalty position as of Q4 2024 after selling out during the quarter.
  • MOTCO sold 300 EMX Royalty shares in Q4 2024, an estimated $534.
  • MOTCO first reported a position in EMX Royalty in Q2 2024 and held it in 2 quarters.
  • MOTCO's EMX Royalty position peaked at $540 in Q2 2024.
  • 51 funds tracked by Wall St. Rank held EMX Royalty as of Q4 2024.

Based on MOTCO's 13F filing for Q4 2024, filed 5 Feb 2025.