Sargent Bickham Lagudis’s VanEck Gold Miners ETF GDX Stock Holding History

Sargent Bickham Lagudis’s Portfolio GDX Stock Details GDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$16K	Buy	557 +292	+110%	+$7.8K	﹤0.01%	650
2022 Q3	$6K	Hold	265	–	–	﹤0.01%	757
2022 Q2	$7K	Hold	265	–	–	﹤0.01%	743
2022 Q1	$10K	Hold	265	–	–	﹤0.01%	705
2021 Q4	$9K	Buy	265 +4	+2%	+$128	﹤0.01%	725
2021 Q3	$8K	Hold	261	–	–	﹤0.01%	751
2021 Q2	$9K	Hold	261	–	–	﹤0.01%	726
2021 Q1	$8K	Buy	+261	New	+$8.89K	﹤0.01%	741
2020 Q1	–	Sell	-2,110	Closed	-$62K	–	828
2019 Q4	$62K	Buy	+2,110	New	+$57.7K	0.01%	341
2017 Q3	–	Sell	-200	Closed	-$4K	–	818
2017 Q2	$4K	Hold	200	–	–	﹤0.01%	667
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	658
2016 Q4	$4K	Hold	200	–	–	﹤0.01%	634
2016 Q3	$5	Hold	200	–	–	﹤0.01%	642
2016 Q2	$6K	Buy	+200	New	+$4.8K	﹤0.01%	597

Other funds holding GDX

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sargent Bickham Lagudis's GDX Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its VanEck Gold Miners ETF (GDX) stake by 110% in Q4 2022, buying an estimated $7.8K and bringing the position to 557 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Sargent Bickham Lagudis first reported a position in GDX in Q2 2016 and has held it in 14 quarters since. The position peaked at $62K in Q4 2019. 704 funds tracked by Wall St. Rank hold GDX as of Q4 2022.

Sargent Bickham Lagudis held 557 shares of VanEck Gold Miners ETF worth $16K as of Q4 2022.
Sargent Bickham Lagudis bought 292 VanEck Gold Miners ETF shares in Q4 2022, an estimated $7.8K.
VanEck Gold Miners ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #650 holding.
Sargent Bickham Lagudis first reported a position in VanEck Gold Miners ETF in Q2 2016 and has held it in 14 quarters since.
Sargent Bickham Lagudis's VanEck Gold Miners ETF position peaked at $62K in Q4 2019.
704 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.