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Planned Solutions’s Equinox Gold EQX Stock Holding History

Planned Solutions’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$1.83K – 264
2024
Q3 		$1.83K Buy
+300
New +$1.69K ﹤0.01% 553
2024
Q1 		– Sell
-300
Closed -$1.47K – 224
2023
Q4 		$1.47K Buy
+300
New +$1.42K ﹤0.01% 519

Other funds holding EQX

ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Planned Solutions's EQX Position: Q4 2024 in Review

Planned Solutions sold out of Equinox Gold (EQX) in Q4 2024, closing a stake of 300 shares — an estimated $1.83K sold.

Planned Solutions first reported a position in EQX in Q4 2023 and held it in 2 quarters. The position peaked at $1.83K in Q3 2024. 209 funds tracked by Wall St. Rank hold EQX as of Q4 2024.

  • Planned Solutions reported no remaining Equinox Gold position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 300 Equinox Gold shares in Q4 2024, an estimated $1.83K.
  • Planned Solutions first reported a position in Equinox Gold in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Equinox Gold position peaked at $1.83K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Equinox Gold as of Q4 2024.

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