TWP
ASM

Tempus Wealth Planning’s Avino Silver & Gold Mines ASM Stock Holding History

Tempus Wealth Planning’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-73,700
Closed -$91K – 151
2021
Q1 		$91K Hold
73,700
– – 0.1% 97
2020
Q4 		$96K Sell
73,700
-6,140
-8% -$6.32K 0.12% 75
2020
Q3 		$79K Sell
79,840
-20,160
-20% -$21.4K 0.11% 69
2020
Q2 		$81K Hold
100,000
– – 0.12% 64
2020
Q1 		$34K Hold
100,000
– – 0.06% 59
2019
Q4 		$58K Buy
+100,000
New +$53.3K 0.05% 75

Other funds holding ASM

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $343M AUM 23.37% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return