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Sax Wealth Advisors’s Pan American Silver PAAS Stock Holding History

Sax Wealth Advisors’s Portfolio PAAS Stock Details PAAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,862
Closed -$301K – 380
2024
Q4 		$301K Sell
14,862
-2,181
-13% -$48.8K 0.02% 264
2024
Q3 		$356K Buy
+17,043
New +$359K 0.03% 202

Other funds holding PAAS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Sax Wealth Advisors's PAAS Position: Q1 2025 in Review

Sax Wealth Advisors sold out of Pan American Silver (PAAS) in Q1 2025, closing a stake of 14,862 shares — an estimated $301K sold.

Sax Wealth Advisors first reported a position in PAAS in Q3 2024 and held it in 2 quarters. The position peaked at $356K in Q3 2024. 380 funds tracked by Wall St. Rank hold PAAS as of Q1 2025.

  • Sax Wealth Advisors reported no remaining Pan American Silver position as of Q1 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 14,862 Pan American Silver shares in Q1 2025, an estimated $301K.
  • Sax Wealth Advisors first reported a position in Pan American Silver in Q3 2024 and held it in 2 quarters.
  • Sax Wealth Advisors's Pan American Silver position peaked at $356K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Pan American Silver as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.