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OneAscent Wealth Management’s Gold Fields GFI Stock Holding History

OneAscent Wealth Management’s Portfolio GFI Stock Details GFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,531
Closed -$142K – 165
2022
Q2 		$142K Buy
15,531
+363
+2% +$4.34K 0.07% 173
2022
Q1 		$234K Buy
+15,168
New +$195K 0.12% 176

Other funds holding GFI

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

OneAscent Wealth Management's GFI Position: Q3 2022 in Review

OneAscent Wealth Management sold out of Gold Fields (GFI) in Q3 2022, closing a stake of 15,531 shares — an estimated $142K sold.

OneAscent Wealth Management first reported a position in GFI in Q1 2022 and held it in 2 quarters. The position peaked at $234K in Q1 2022. 223 funds tracked by Wall St. Rank hold GFI as of Q3 2022.

  • OneAscent Wealth Management reported no remaining Gold Fields position as of Q3 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 15,531 Gold Fields shares in Q3 2022, an estimated $142K.
  • OneAscent Wealth Management first reported a position in Gold Fields in Q1 2022 and held it in 2 quarters.
  • OneAscent Wealth Management's Gold Fields position peaked at $234K in Q1 2022.
  • 223 funds tracked by Wall St. Rank held Gold Fields as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.