SFS
EMX

Sowell Financial Services’s EMX Royalty EMX Stock Holding History

Sowell Financial Services’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-500
Closed -$2K – 1149
2021
Q1 		$2K Hold
500
– – ﹤0.01% 2814
2020
Q4 		$2K Hold
500
– – ﹤0.01% 2458
2020
Q3 		$1K Hold
500
– – ﹤0.01% 2353
2020
Q2 		$1K Hold
500
– – ﹤0.01% 2279
2020
Q1 		$1K Hold
500
– – ﹤0.01% 2226
2019
Q4 		$1K Hold
500
– – ﹤0.01% 2326
2019
Q3 		$1K Buy
+500
New +$677 ﹤0.01% 2226

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $161M AUM 33.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sowell Financial Services's EMX Position: Q2 2021 in Review

Sowell Financial Services sold out of EMX Royalty (EMX) in Q2 2021, closing a stake of 500 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in EMX in Q3 2019 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 38 funds tracked by Wall St. Rank hold EMX as of Q2 2021.

  • Sowell Financial Services reported no remaining EMX Royalty position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 500 EMX Royalty shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in EMX Royalty in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's EMX Royalty position peaked at $2K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held EMX Royalty as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.