PFO
EMX

Pathstone Family Office’s EMX Royalty EMX Stock Holding History

Pathstone Family Office’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
2020
Q4 		– Sell
-2,677
Closed -$7K – 1192
2020
Q3 		$7K Hold
2,677
– – ﹤0.01% 635
2020
Q2 		$6K Buy
+2,677
New +$4.76K ﹤0.01% 560
2019
Q4 		– Sell
-2,677
Closed -$4K – 487
2019
Q3 		$4K Hold
2,677
– – ﹤0.01% 545
2019
Q2 		$3K Buy
+2,677
New +$3.18K ﹤0.01% 576

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $120M AUM
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Pathstone Family Office's EMX Position: Q4 2020 in Review

Pathstone Family Office sold out of EMX Royalty (EMX) in Q4 2020, closing a stake of 2,677 shares — an estimated $7K sold.

Pathstone Family Office first reported a position in EMX in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q3 2020. 30 funds tracked by Wall St. Rank hold EMX as of Q4 2020.

  • Pathstone Family Office reported no remaining EMX Royalty position as of Q4 2020 after selling out during the quarter.
  • Pathstone Family Office sold 2,677 EMX Royalty shares in Q4 2020, an estimated $7K.
  • Pathstone Family Office first reported a position in EMX Royalty in Q2 2019 and held it in 4 quarters.
  • Pathstone Family Office's EMX Royalty position peaked at $7K in Q3 2020.
  • 30 funds tracked by Wall St. Rank held EMX Royalty as of Q4 2020.

Based on Pathstone Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.