Summit Wealth Partners’s Yamana Gold, Inc. AUY Stock Holding History

Summit Wealth Partners’s Portfolio AUY Stock Details AUY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,055	Closed	-$57.4K	–	153
2020 Q4	$57.4K	Hold	10,055	–	–	0.02%	144
2020 Q3	$57.1K	Buy	+10,055	New	+$60.3K	0.02%	148

Other funds holding AUY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Summit Wealth Partners's AUY Position: Q1 2021 in Review

Summit Wealth Partners sold out of Yamana Gold, Inc. (AUY) in Q1 2021, closing a stake of 10,055 shares — an estimated $57.4K sold.

Summit Wealth Partners first reported a position in AUY in Q3 2020 and held it in 2 quarters. The position peaked at $57.4K in Q4 2020. 274 funds tracked by Wall St. Rank hold AUY as of Q1 2021.

Summit Wealth Partners reported no remaining Yamana Gold, Inc. position as of Q1 2021 after selling out during the quarter.
Summit Wealth Partners sold 10,055 Yamana Gold, Inc. shares in Q1 2021, an estimated $57.4K.
Summit Wealth Partners first reported a position in Yamana Gold, Inc. in Q3 2020 and held it in 2 quarters.
Summit Wealth Partners's Yamana Gold, Inc. position peaked at $57.4K in Q4 2020.
274 funds tracked by Wall St. Rank held Yamana Gold, Inc. as of Q1 2021.

Based on Summit Wealth Partners's 13F filing for Q1 2021, filed 10 Sep 2024.