Plancorp LLC’s Yamana Gold, Inc. AUY Stock Holding History

Plancorp LLC’s Portfolio AUY Stock Details AUY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-295,931	Closed	-$1.73M	–	267
2023 Q1	$1.73M	Hold	295,931	–	–	0.1%	77
2022 Q4	$1.64M	Hold	295,931	–	–	0.1%	72
2022 Q3	$1.34M	Hold	295,931	–	–	0.09%	78
2022 Q2	$1.38M	Hold	295,931	–	–	0.09%	80
2022 Q1	$1.65M	Hold	295,931	–	–	0.11%	78
2021 Q4	$1.25M	Hold	295,931	–	–	0.08%	85
2021 Q3	$1.17M	Buy	295,931 +209,953	+244%	+$889K	0.08%	83
2021 Q2	$363K	Hold	85,978	–	–	0.03%	156
2021 Q1	$373K	Hold	85,978	–	–	0.08%	144
2020 Q4	$491K	Buy	85,978 +41,255	+92%	+$232K	0.12%	116
2020 Q3	$254K	Buy	+44,723	New	+$268K	0.08%	153

Other funds holding AUY

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Plancorp LLC's AUY Position: Q2 2023 in Review

Plancorp LLC sold out of Yamana Gold, Inc. (AUY) in Q2 2023, closing a stake of 295,931 shares — an estimated $1.73M sold.

Plancorp LLC first reported a position in AUY in Q3 2020 and held it in 11 quarters. The position peaked at $1.73M in Q1 2023. 1 fund tracked by Wall St. Rank holds AUY as of Q2 2023.

Plancorp LLC reported no remaining Yamana Gold, Inc. position as of Q2 2023 after selling out during the quarter.
Plancorp LLC sold 295,931 Yamana Gold, Inc. shares in Q2 2023, an estimated $1.73M.
Plancorp LLC first reported a position in Yamana Gold, Inc. in Q3 2020 and held it in 11 quarters.
Plancorp LLC's Yamana Gold, Inc. position peaked at $1.73M in Q1 2023.
1 fund tracked by Wall St. Rank held Yamana Gold, Inc. as of Q2 2023.

Based on Plancorp LLC's 13F filing for Q2 2023, filed 26 Jul 2023.