RWM
TGB

Ritholtz Wealth Management’s Trekor Metals TGB Stock Holding History

Ritholtz Wealth Management’s Portfolio TGB Stock Details TGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-25,000
Closed -$10K – 167
2019
Q3 		$10K Buy
+25,000
New +$11.2K ﹤0.01% 142

Other funds holding TGB

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ritholtz Wealth Management's TGB Position: Q4 2019 in Review

Ritholtz Wealth Management sold out of Trekor Metals (TGB) in Q4 2019, closing a stake of 25,000 shares — an estimated $10K sold.

Ritholtz Wealth Management first reported a position in TGB in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 53 funds tracked by Wall St. Rank hold TGB as of Q4 2019.

  • Ritholtz Wealth Management reported no remaining Trekor Metals position as of Q4 2019 after selling out during the quarter.
  • Ritholtz Wealth Management sold 25,000 Trekor Metals shares in Q4 2019, an estimated $10K.
  • Ritholtz Wealth Management first reported a position in Trekor Metals in Q3 2019 and held it in 1 quarter.
  • Ritholtz Wealth Management's Trekor Metals position peaked at $10K in Q3 2019.
  • 53 funds tracked by Wall St. Rank held Trekor Metals as of Q4 2019.

Based on Ritholtz Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.