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 $451M AUM 66.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
SA
Sicart Associates New York $408M AUM 38.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tempus Wealth Planning's ASM Position: Q2 2021 in Review

Tempus Wealth Planning sold out of Avino Silver & Gold Mines (ASM) in Q2 2021, closing a stake of 73,700 shares — an estimated $91K sold.

Tempus Wealth Planning first reported a position in ASM in Q4 2019 and held it in 6 quarters. The position peaked at $96K in Q4 2020. 23 funds tracked by Wall St. Rank hold ASM as of Q2 2021.

  • Tempus Wealth Planning reported no remaining Avino Silver & Gold Mines position as of Q2 2021 after selling out during the quarter.
  • Tempus Wealth Planning sold 73,700 Avino Silver & Gold Mines shares in Q2 2021, an estimated $91K.
  • Tempus Wealth Planning first reported a position in Avino Silver & Gold Mines in Q4 2019 and held it in 6 quarters.
  • Tempus Wealth Planning's Avino Silver & Gold Mines position peaked at $96K in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q2 2021.

Based on Tempus Wealth Planning's 13F filing for Q2 2021, filed 12 Aug 2021.