Steward Partners Investment Advisory’s Metalla Royalty & Streaming MTA Stock Holding History

Steward Partners Investment Advisory’s Portfolio MTA Stock Details MTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,000	Closed	-$8.58K	–	4212
2025 Q1	$8.58K	Hold	3,000	–	–	﹤0.01%	3158
2024 Q4	$7.53K	Hold	3,000	–	–	﹤0.01%	3218
2024 Q3	$9.27K	Hold	3,000	–	–	﹤0.01%	2975
2024 Q2	$8.34K	Hold	3,000	–	–	﹤0.01%	2880
2024 Q1	$9.33K	Buy	3,000 +2,000	+200%	+$5.69K	﹤0.01%	2837
2023 Q4	$3.08K	Hold	1,000	–	–	﹤0.01%	3123
2023 Q3	$3.06K	Buy	+1,000	New	+$4.07K	﹤0.01%	2980
2022 Q2	–	Sell	-429	Closed	-$3K	–	3321
2022 Q1	$3K	Hold	429	–	–	﹤0.01%	3026
2021 Q4	$3K	Sell	429 -570	-57%	-$4.19K	﹤0.01%	2953
2021 Q3	$7K	Sell	999 -29	-3%	-$224	﹤0.01%	2715
2021 Q2	$9K	Sell	1,028 -7,800	-88%	-$75.7K	﹤0.01%	6258
2021 Q1	$78.4K	Buy	8,828 +7,800	+759%	+$79K	﹤0.01%	1752
2020 Q4	$13K	Hold	1,028	–	–	﹤0.01%	2215
2020 Q3	$8K	Buy	+1,028	New	+$7.95K	﹤0.01%	2222

Other funds holding MTA

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

IAS

Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return

Steward Partners Investment Advisory's MTA Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Metalla Royalty & Streaming (MTA) in Q2 2025, closing a stake of 3,000 shares — an estimated $8.58K sold.

Steward Partners Investment Advisory first reported a position in MTA in Q3 2020 and held it in 14 quarters. The position peaked at $78.4K in Q1 2021. 69 funds tracked by Wall St. Rank hold MTA as of Q2 2025.

Steward Partners Investment Advisory reported no remaining Metalla Royalty & Streaming position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,000 Metalla Royalty & Streaming shares in Q2 2025, an estimated $8.58K.
Steward Partners Investment Advisory first reported a position in Metalla Royalty & Streaming in Q3 2020 and held it in 14 quarters.
Steward Partners Investment Advisory's Metalla Royalty & Streaming position peaked at $78.4K in Q1 2021.
69 funds tracked by Wall St. Rank held Metalla Royalty & Streaming as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.