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Sheaff Brock Investment Advisors’s TRX Gold Corp TRX Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio TRX Stock Details TRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$3.8K – 526
2023
Q4 		$3.8K Hold
10,000
– – ﹤0.01% 481
2023
Q3 		$3.66K Buy
+10,000
New +$4.06K ﹤0.01% 459
2023
Q2 		– Sell
-50,000
Closed -$24.1K – 526
2023
Q1 		$24.1K Buy
+50,000
New +$22K ﹤0.01% 511

Other funds holding TRX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sheaff Brock Investment Advisors's TRX Position: Q1 2024 in Review

Sheaff Brock Investment Advisors sold out of TRX Gold Corp (TRX) in Q1 2024, closing a stake of 10,000 shares — an estimated $3.8K sold.

Sheaff Brock Investment Advisors first reported a position in TRX in Q1 2023 and held it in 3 quarters. The position peaked at $24.1K in Q1 2023. 33 funds tracked by Wall St. Rank hold TRX as of Q1 2024.

  • Sheaff Brock Investment Advisors reported no remaining TRX Gold Corp position as of Q1 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,000 TRX Gold Corp shares in Q1 2024, an estimated $3.8K.
  • Sheaff Brock Investment Advisors first reported a position in TRX Gold Corp in Q1 2023 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's TRX Gold Corp position peaked at $24.1K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held TRX Gold Corp as of Q1 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.