TCI Wealth Advisors’s EMX Royalty EMX Stock Holding History

TCI Wealth Advisors’s Portfolio EMX Stock Details EMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-106,300	Closed	-$198K	–	2543
2022 Q3	$198K	Hold	106,300	–	–	0.03%	162
2022 Q2	$197K	Hold	106,300	–	–	0.03%	166
2022 Q1	$231K	Hold	106,300	–	–	0.03%	159
2021 Q4	$241K	Hold	106,300	–	–	0.04%	160
2021 Q3	$272K	Sell	106,300 -100	-0.1%	-$285	0.04%	152
2021 Q2	$317K	Buy	106,400 +100	+0.1%	+$327	0.05%	145
2021 Q1	$315K	Hold	106,300	–	–	0.13%	131
2020 Q4	$356K	Hold	106,300	–	–	0.16%	118
2020 Q3	$280K	Hold	106,300	–	–	0.11%	134
2020 Q2	$230K	Hold	106,300	–	–	0.1%	136
2020 Q1	$145K	Hold	106,300	–	–	0.07%	169
2019 Q4	$175K	Hold	106,300	–	–	0.07%	193
2019 Q3	$145K	Hold	106,300	–	–	0.06%	172
2019 Q2	$130K	Hold	106,300	–	–	0.06%	183
2019 Q1	$124K	Hold	106,300	–	–	0.05%	203
2018 Q4	$120K	Hold	106,300	–	–	0.06%	192
2018 Q3	$130K	Hold	106,300	–	–	0.05%	200
2018 Q2	$108K	Hold	106,300	–	–	0.05%	207
2018 Q1	$94K	Hold	106,300	–	–	0.04%	232
2017 Q4	$88K	Hold	106,300	–	–	0.04%	251
2017 Q3	$89K	Buy	+106,300	New	+$99.9K	0.04%	223

Other funds holding EMX

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

TCI Wealth Advisors's EMX Position: Q4 2022 in Review

TCI Wealth Advisors sold out of EMX Royalty (EMX) in Q4 2022, closing a stake of 106,300 shares — an estimated $198K sold.

TCI Wealth Advisors first reported a position in EMX in Q3 2017 and held it in 21 quarters. The position peaked at $356K in Q4 2020. 41 funds tracked by Wall St. Rank hold EMX as of Q4 2022.

TCI Wealth Advisors reported no remaining EMX Royalty position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 106,300 EMX Royalty shares in Q4 2022, an estimated $198K.
TCI Wealth Advisors first reported a position in EMX Royalty in Q3 2017 and held it in 21 quarters.
TCI Wealth Advisors's EMX Royalty position peaked at $356K in Q4 2020.
41 funds tracked by Wall St. Rank held EMX Royalty as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.