SWP
USAS

Strategic Wealth Partners’s Americas Gold and Silver USAS Stock Holding History

Strategic Wealth Partners’s Portfolio USAS Stock Details USAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,535
Closed -$17.4K – 301
2023
Q3 		$17.4K Sell
19,535
-9,014
-32% -$8.62K ﹤0.01% 282
2023
Q2 		$25.2K Sell
28,549
-1,796
-6% -$2.1K ﹤0.01% 283
2023
Q1 		$36.4K Sell
30,345
-1,258
-4% -$1.71K 0.01% 257
2022
Q4 		$44.9K Hold
31,603
– – 0.01% 261
2022
Q3 		$32.4K Sell
31,603
-2,711
-8% -$3.46K 0.01% 270
2022
Q2 		$59K Sell
34,314
-2,180
-6% -$4.5K 0.01% 243
2022
Q1 		$99K Sell
36,494
-8,882
-20% -$21.2K 0.02% 250
2021
Q4 		$91K Buy
+45,376
New +$97.5K 0.02% 278

Other funds holding USAS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LCM
Lynwood Capital Management Toronto, Ontario, Canada $16.9M AUM 19.31% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's USAS Position: Q4 2023 in Review

Strategic Wealth Partners sold out of Americas Gold and Silver (USAS) in Q4 2023, closing a stake of 19,535 shares — an estimated $17.4K sold.

Strategic Wealth Partners first reported a position in USAS in Q4 2021 and held it in 8 quarters. The position peaked at $99K in Q1 2022. 36 funds tracked by Wall St. Rank hold USAS as of Q4 2023.

  • Strategic Wealth Partners reported no remaining Americas Gold and Silver position as of Q4 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 19,535 Americas Gold and Silver shares in Q4 2023, an estimated $17.4K.
  • Strategic Wealth Partners first reported a position in Americas Gold and Silver in Q4 2021 and held it in 8 quarters.
  • Strategic Wealth Partners's Americas Gold and Silver position peaked at $99K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held Americas Gold and Silver as of Q4 2023.

Based on Strategic Wealth Partners's 13F filing for Q4 2023, filed 20 May 2024.