Patriot Financial Group Insurance Agency’s Caledonia Mining Corp CMCL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CMCL Stock Details CMCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-180	Closed	-$2K	–	677
2022 Q2	$2K	Hold	180	–	–	﹤0.01%	1728
2022 Q1	$3K	Hold	180	–	–	﹤0.01%	1751
2021 Q4	$2K	Hold	180	–	–	﹤0.01%	1921
2021 Q3	$2K	Hold	180	–	–	﹤0.01%	1920
2021 Q2	$2K	Hold	180	–	–	﹤0.01%	1855
2021 Q1	$3K	Hold	180	–	–	﹤0.01%	1675
2020 Q4	$3K	Hold	180	–	–	﹤0.01%	1542
2020 Q3	$3K	Hold	180	–	–	﹤0.01%	1344
2020 Q2	$3K	Hold	180	–	–	﹤0.01%	1293
2020 Q1	$2K	Hold	180	–	–	﹤0.01%	1282
2019 Q4	$2K	Hold	180	–	–	﹤0.01%	1098
2019 Q3	$1K	Buy	+180	New	+$1.16K	﹤0.01%	1157

Other funds holding CMCL

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CMCL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Caledonia Mining Corp (CMCL) in Q3 2022, closing a stake of 180 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in CMCL in Q3 2019 and held it in 12 quarters. The position peaked at $3K in Q1 2022. 27 funds tracked by Wall St. Rank hold CMCL as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Caledonia Mining Corp position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 180 Caledonia Mining Corp shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Caledonia Mining Corp in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Caledonia Mining Corp position peaked at $3K in Q1 2022.
27 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.