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OneDigital Investment Advisors’s First Majestic Silver AG Stock Holding History

OneDigital Investment Advisors’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,010
Closed -$61.6K – 1106
2023
Q3 		$61.6K Hold
12,010
– – ﹤0.01% 962
2023
Q2 		$67.9K Sell
12,010
-300
-2% -$1.92K ﹤0.01% 984
2023
Q1 		$88.8K Hold
12,310
– – ﹤0.01% 939
2022
Q4 		$103K Sell
12,310
-1,239
-9% -$10.8K ﹤0.01% 794
2022
Q3 		$103K Sell
13,549
-1,500
-10% -$11.2K ﹤0.01% 725
2022
Q2 		$108K Sell
15,049
-2,879
-16% -$28.1K ﹤0.01% 677
2022
Q1 		$236K Buy
17,928
+882
+5% +$10.3K 0.01% 659
2021
Q4 		$189K Buy
17,046
+975
+6% +$11.8K 0.01% 738
2021
Q3 		$182K Buy
16,071
+187
+1% +$2.41K 0.01% 698
2021
Q2 		$251K Buy
15,884
+514
+3% +$8.57K 0.01% 607
2021
Q1 		$239K Buy
15,370
+3,852
+33% +$61.8K 0.01% 564
2020
Q4 		$155K Buy
11,518
+719
+7% +$7.9K 0.01% 621
2020
Q3 		$103K Buy
+10,799
New +$126K 0.01% 587
2019
Q3 		– Sell
-6,100
Closed -$48K – 578
2019
Q2 		$48K Buy
6,100
+4,500
+281% +$28.4K ﹤0.01% 572
2019
Q1 		$11K Hold
1,600
– – ﹤0.01% 855
2018
Q4 		$9K Hold
1,600
– – ﹤0.01% 864
2018
Q3 		$9K Buy
1,600
+400
+33% +$2.48K ﹤0.01% 845
2018
Q2 		$9K Buy
+1,200
New +$8.4K ﹤0.01% 1070

Other funds holding AG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OneDigital Investment Advisors's AG Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of First Majestic Silver (AG) in Q4 2023, closing a stake of 12,010 shares — an estimated $61.6K sold.

OneDigital Investment Advisors first reported a position in AG in Q2 2018 and held it in 18 quarters. The position peaked at $251K in Q2 2021. 209 funds tracked by Wall St. Rank hold AG as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining First Majestic Silver position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 12,010 First Majestic Silver shares in Q4 2023, an estimated $61.6K.
  • OneDigital Investment Advisors first reported a position in First Majestic Silver in Q2 2018 and held it in 18 quarters.
  • OneDigital Investment Advisors's First Majestic Silver position peaked at $251K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held First Majestic Silver as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.