Taylor Wealth Management Partners’s Sandstorm Gold SAND Stock Holding History

Taylor Wealth Management Partners’s Portfolio SAND Stock Details SAND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.47M	Sell	247,055 -23,010	-9%	-$163K	0.84%	36
2022 Q1	$2.18M	Sell	270,065 -15,910	-6%	-$110K	0.88%	38
2021 Q4	$1.77M	Sell	285,975 -10,260	-3%	-$64.2K	0.62%	39
2021 Q3	$1.71M	Sell	296,235 -4,470	-1%	-$30.9K	0.61%	46
2021 Q2	$2.37M	Sell	300,705 -4,830	-2%	-$39.1K	0.84%	41
2021 Q1	$2.08M	Sell	305,535 -1,945	-0.6%	-$13K	0.76%	44
2020 Q4	$2.21M	Sell	307,480 -9,850	-3%	-$76.1K	0.85%	40
2020 Q3	$2.68M	Buy	317,330 +1,055	+0.3%	+$9.77K	1.23%	33
2020 Q2	$3.04M	Sell	316,275 -28,420	-8%	-$223K	1.55%	25
2020 Q1	$1.73M	Buy	344,695 +12,490	+4%	+$79.8K	1.06%	31
2019 Q4	$2.48M	Sell	332,205 -3,605	-1%	-$23.5K	1.14%	31
2019 Q3	$1.89M	Buy	335,810 +220	+0.1%	+$1.34K	0.89%	29
2019 Q2	$1.86M	Buy	335,590 +1,865	+0.6%	+$10K	0.87%	27
2019 Q1	$1.83M	Buy	333,725 +30	+0%	+$158	0.91%	29
2018 Q4	$1.54M	Sell	333,695 -107,515	-24%	-$437K	0.89%	27
2018 Q3	$1.65M	Sell	441,210 -4,225	-0.9%	-$17.2K	0.7%	35
2018 Q2	$2M	Hold	445,435	–	–	0.89%	32
2018 Q1	$2.12M	Sell	445,435 -11,275	-2%	-$55K	1.02%	33
2017 Q4	$2.28M	Sell	456,710 -5,460	-1%	-$24.8K	0.97%	36
2017 Q3	$2.1M	Buy	+462,170	New	+$2.02M	0.94%	37

Other funds holding SAND

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

HKAM

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

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

Taylor Wealth Management Partners's SAND Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Sandstorm Gold (SAND) stake by 8.5% in Q2 2022, selling an estimated $163K and leaving 247,055 shares worth $1.47M. The position accounts for 0.84% of the portfolio, ranked #36.

Taylor Wealth Management Partners first reported a position in SAND in Q3 2017 and has held it in 20 quarters since. The position peaked at $3.04M in Q2 2020. 181 funds tracked by Wall St. Rank hold SAND as of Q2 2022.

Taylor Wealth Management Partners held 247,055 shares of Sandstorm Gold worth $1.47M as of Q2 2022.
Taylor Wealth Management Partners sold 23,010 Sandstorm Gold shares in Q2 2022, an estimated $163K.
Sandstorm Gold made up 0.84% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #36 holding.
Taylor Wealth Management Partners first reported a position in Sandstorm Gold in Q3 2017 and has held it in 20 quarters since.
Taylor Wealth Management Partners's Sandstorm Gold position peaked at $3.04M in Q2 2020.
181 funds tracked by Wall St. Rank held Sandstorm Gold as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.