SKK
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Shepherd Kaplan Krochuk’s Vista Gold VGZ Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio VGZ Stock Details VGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,000
Closed -$11K – 136
2022
Q3 		$11K Buy
+20,000
New +$11.7K 0.01% 145
2013
Q3 		– Sell
-12,000
Closed -$12K – 651
2013
Q2 		$12K Buy
+12,000
New +$17.6K ﹤0.01% 594

Other funds holding VGZ

SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Shepherd Kaplan Krochuk's VGZ Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of Vista Gold (VGZ) in Q4 2022, closing a stake of 20,000 shares — an estimated $11K sold.

Shepherd Kaplan Krochuk first reported a position in VGZ in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q2 2013. 43 funds tracked by Wall St. Rank hold VGZ as of Q4 2022.

  • Shepherd Kaplan Krochuk reported no remaining Vista Gold position as of Q4 2022 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 20,000 Vista Gold shares in Q4 2022, an estimated $11K.
  • Shepherd Kaplan Krochuk first reported a position in Vista Gold in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Vista Gold position peaked at $12K in Q2 2013.
  • 43 funds tracked by Wall St. Rank held Vista Gold as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.