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Spire Wealth Management’s Equinox Gold EQX Stock Holding History

Spire Wealth Management’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-310
Closed -$1K – 2339
2022
Q3 		$1K Hold
310
– – ﹤0.01% 2067
2022
Q2 		$1K Hold
310
– – ﹤0.01% 2493
2022
Q1 		$3K Hold
310
– – ﹤0.01% 2326
2021
Q4 		$2K Hold
310
– – ﹤0.01% 2768
2021
Q3 		$2K Buy
+310
New +$2.09K ﹤0.01% 2456

Other funds holding EQX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spire Wealth Management's EQX Position: Q4 2022 in Review

Spire Wealth Management sold out of Equinox Gold (EQX) in Q4 2022, closing a stake of 310 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in EQX in Q3 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 155 funds tracked by Wall St. Rank hold EQX as of Q4 2022.

  • Spire Wealth Management reported no remaining Equinox Gold position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 310 Equinox Gold shares in Q4 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Equinox Gold in Q3 2021 and held it in 5 quarters.
  • Spire Wealth Management's Equinox Gold position peaked at $3K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Equinox Gold as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.