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Oxford Financial Group’s First Majestic Silver AG Stock Holding History

Oxford Financial Group’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
2020
Q2 		– Sell
-11,158
Closed -$69K – 189
2020
Q1 		$69K Buy
+11,158
New +$99.8K 0.01% 170

Other funds holding AG

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Vanguard Group
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
CI
CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oxford Financial Group's AG Position: Q2 2020 in Review

Oxford Financial Group sold out of First Majestic Silver (AG) in Q2 2020, closing a stake of 11,158 shares — an estimated $69K sold.

Oxford Financial Group first reported a position in AG in Q1 2020 and held it in 1 quarter. The position peaked at $69K in Q1 2020. 151 funds tracked by Wall St. Rank hold AG as of Q2 2020.

  • Oxford Financial Group reported no remaining First Majestic Silver position as of Q2 2020 after selling out during the quarter.
  • Oxford Financial Group sold 11,158 First Majestic Silver shares in Q2 2020, an estimated $69K.
  • Oxford Financial Group first reported a position in First Majestic Silver in Q1 2020 and held it in 1 quarter.
  • Oxford Financial Group's First Majestic Silver position peaked at $69K in Q1 2020.
  • 151 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2020.

Based on Oxford Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.