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Synergy Asset Management’s Equinox Gold EQX Stock Holding History

Synergy Asset 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
2024
Q3 		– Sell
-25,964
Closed -$136K – 149
2024
Q2 		$136K Sell
25,964
-10,979
-30% -$61.1K 0.02% 137
2024
Q1 		$222K Buy
+36,943
New +$171K 0.04% 117

Other funds holding EQX

ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Synergy Asset Management's EQX Position: Q3 2024 in Review

Synergy Asset Management sold out of Equinox Gold (EQX) in Q3 2024, closing a stake of 25,964 shares — an estimated $136K sold.

Synergy Asset Management first reported a position in EQX in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 189 funds tracked by Wall St. Rank hold EQX as of Q3 2024.

  • Synergy Asset Management reported no remaining Equinox Gold position as of Q3 2024 after selling out during the quarter.
  • Synergy Asset Management sold 25,964 Equinox Gold shares in Q3 2024, an estimated $136K.
  • Synergy Asset Management first reported a position in Equinox Gold in Q1 2024 and held it in 2 quarters.
  • Synergy Asset Management's Equinox Gold position peaked at $222K in Q1 2024.
  • 189 funds tracked by Wall St. Rank held Equinox Gold as of Q3 2024.

Based on Synergy Asset Management's 13F filing for Q3 2024, filed 15 Oct 2024.