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Planned Solutions’s First Majestic Silver AG Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-300
Closed -$1.8K – 128
2024
Q3 		$1.8K Buy
+300
New +$1.74K ﹤0.01% 555
2024
Q1 		– Sell
-300
Closed -$1.84K – 112
2023
Q4 		$1.84K Buy
+300
New +$1.65K ﹤0.01% 512

Other funds holding AG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planned Solutions's AG Position: Q4 2024 in Review

Planned Solutions sold out of First Majestic Silver (AG) in Q4 2024, closing a stake of 300 shares — an estimated $1.8K sold.

Planned Solutions first reported a position in AG in Q4 2023 and held it in 2 quarters. The position peaked at $1.84K in Q4 2023. 216 funds tracked by Wall St. Rank hold AG as of Q4 2024.

  • Planned Solutions reported no remaining First Majestic Silver position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 300 First Majestic Silver shares in Q4 2024, an estimated $1.8K.
  • Planned Solutions first reported a position in First Majestic Silver in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's First Majestic Silver position peaked at $1.84K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held First Majestic Silver as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.