Selective Wealth Management’s Yamana Gold, Inc. AUY Stock Holding History

Selective Wealth Management’s Portfolio AUY Stock Details AUY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-600	Closed	-$3K	–	784
2022 Q3	$3K	Hold	600	–	–	﹤0.01%	655
2022 Q2	$3K	Hold	600	–	–	﹤0.01%	683
2022 Q1	$3K	Hold	600	–	–	﹤0.01%	649
2021 Q4	$3K	Hold	600	–	–	﹤0.01%	595
2021 Q3	$2K	Hold	600	–	–	﹤0.01%	548
2021 Q2	$3K	Buy	+600	New	+$2.91K	﹤0.01%	449

Other funds holding AUY

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Selective Wealth Management's AUY Position: Q4 2022 in Review

Selective Wealth Management sold out of Yamana Gold, Inc. (AUY) in Q4 2022, closing a stake of 600 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in AUY in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 284 funds tracked by Wall St. Rank hold AUY as of Q4 2022.

Selective Wealth Management reported no remaining Yamana Gold, Inc. position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 600 Yamana Gold, Inc. shares in Q4 2022, an estimated $3K.
Selective Wealth Management first reported a position in Yamana Gold, Inc. in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Yamana Gold, Inc. position peaked at $3K in Q3 2022.
284 funds tracked by Wall St. Rank held Yamana Gold, Inc. as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.