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Steward Partners Investment Advisory’s Vista Gold VGZ Stock Holding History

Steward Partners Investment Advisory’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
2023
Q4 		– Sell
-27
Closed -$12 – 3586
2023
Q3 		$12 Hold
27
– – ﹤0.01% 3366
2023
Q2 		$14 Hold
27
– – ﹤0.01% 3308
2023
Q1 		$16 Hold
27
– – ﹤0.01% 3293
2022
Q4 		$13 Hold
27
– – ﹤0.01% 3337
2022
Q3 		$0 Hold
27
– – ﹤0.01% 3392
2022
Q2 		$0 Buy
+27
New +$23 ﹤0.01% 3379

Other funds holding VGZ

SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 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
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Steward Partners Investment Advisory's VGZ Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Vista Gold (VGZ) in Q4 2023, closing a stake of 27 shares — an estimated $12 sold.

Steward Partners Investment Advisory first reported a position in VGZ in Q2 2022 and held it in 6 quarters. The position peaked at $16 in Q1 2023. 38 funds tracked by Wall St. Rank hold VGZ as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining Vista Gold position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 27 Vista Gold shares in Q4 2023, an estimated $12.
  • Steward Partners Investment Advisory first reported a position in Vista Gold in Q2 2022 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Vista Gold position peaked at $16 in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Vista Gold as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.