PF
SAND

Phoenix Financial’s Sandstorm Gold SAND Stock Holding History

Phoenix Financial’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,917,697
Closed -$41.6M – 430
2024
Q1 		$41.6M Sell
7,917,697
-17,000
-0.2% -$78.7K 0.57% 42
2023
Q4 		$44.8M Buy
7,934,697
+218,668
+3% +$1.04M 0.74% 37
2023
Q3 		$36M Hold
7,716,029
– – 0.66% 39
2023
Q2 		$39.5M Hold
7,716,029
– – 0.81% 34
2023
Q1 		$44.8M Hold
7,716,029
– – 1% 35
2022
Q4 		$40.6M Sell
7,716,029
-174,683
-2% -$892K 0.79% 39
2022
Q3 		$40M Sell
7,890,712
-49,200
-0.6% -$287K 0.88% 41
2022
Q2 		$47.3M Buy
7,939,912
+4,063,088
+105% +$28.9M 0.97% 39
2022
Q1 		$31.3M Buy
+3,876,824
New +$26.7M 0.53% 56

Other funds holding SAND

ORP
Orion Resource Partners New York $219M AUM 85.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial's SAND Position: Q2 2024 in Review

Phoenix Financial sold out of Sandstorm Gold (SAND) in Q2 2024, closing a stake of 7,917,697 shares — an estimated $41.6M sold.

Phoenix Financial first reported a position in SAND in Q1 2022 and held it in 9 quarters. The position peaked at $47.3M in Q2 2022. 211 funds tracked by Wall St. Rank hold SAND as of Q2 2024.

  • Phoenix Financial reported no remaining Sandstorm Gold position as of Q2 2024 after selling out during the quarter.
  • Phoenix Financial sold 7,917,697 Sandstorm Gold shares in Q2 2024, an estimated $41.6M.
  • Phoenix Financial first reported a position in Sandstorm Gold in Q1 2022 and held it in 9 quarters.
  • Phoenix Financial's Sandstorm Gold position peaked at $47.3M in Q2 2022.
  • 211 funds tracked by Wall St. Rank held Sandstorm Gold as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.