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TCI Wealth Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

TCI Wealth Advisors’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$3K – 2551
2021
Q2 		$3K Buy
+100
New +$3.03K ﹤0.01% 1848

Other funds holding SGDM

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCI Wealth Advisors's SGDM Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in SGDM in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 46 funds tracked by Wall St. Rank hold SGDM as of Q3 2021.

  • TCI Wealth Advisors reported no remaining Sprott Gold Miners ETF position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Sprott Gold Miners ETF shares in Q3 2021, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Sprott Gold Miners ETF in Q2 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's Sprott Gold Miners ETF position peaked at $3K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.