TCI Wealth Advisors’s Excellon Resources Inc. EXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,000	Closed	-$1K	–	2702
2022 Q3	$1K	Hold	4,000	–	–	﹤0.01%	2217
2022 Q2	$2K	Hold	4,000	–	–	﹤0.01%	2072
2022 Q1	$4K	Hold	4,000	–	–	﹤0.01%	1838
2021 Q4	$4K	Hold	4,000	–	–	﹤0.01%	1960
2021 Q3	$5K	Hold	4,000	–	–	﹤0.01%	1685
2021 Q2	$9K	Hold	4,000	–	–	﹤0.01%	1074
2021 Q1	$11K	Hold	4,000	–	–	﹤0.01%	835
2020 Q4	$12K	Buy	4,000 +2,000	+100%	+$5.43K	0.01%	614
2020 Q3	$6K	Buy	+2,000	New	+$5.93K	﹤0.01%	740

Other funds holding EXN

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

QPW

Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Excellon Resources Inc. (EXN) in Q4 2022, closing a stake of 4,000 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in EXN in Q3 2020 and held it in 9 quarters. The position peaked at $12K in Q4 2020. 11 funds tracked by Wall St. Rank hold EXN as of Q4 2022.

TCI Wealth Advisors reported no remaining Excellon Resources Inc. position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 4,000 Excellon Resources Inc. shares in Q4 2022, an estimated $1K.
TCI Wealth Advisors first reported a position in Excellon Resources Inc. in Q3 2020 and held it in 9 quarters.
TCI Wealth Advisors's Excellon Resources Inc. position peaked at $12K in Q4 2020.
11 funds tracked by Wall St. Rank held Excellon Resources Inc. as of Q4 2022.

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