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TFO Wealth Partners’s First Majestic Silver AG Stock Holding History

TFO Wealth Partners’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,500
Closed -$17K – 134
2021
Q3 		$17K Buy
+1,500
New +$19.4K ﹤0.01% 78

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Susquehanna International Group
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFO Wealth Partners's AG Position: Q4 2021 in Review

TFO Wealth Partners sold out of First Majestic Silver (AG) in Q4 2021, closing a stake of 1,500 shares — an estimated $17K sold.

TFO Wealth Partners first reported a position in AG in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 210 funds tracked by Wall St. Rank hold AG as of Q4 2021.

  • TFO Wealth Partners reported no remaining First Majestic Silver position as of Q4 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 1,500 First Majestic Silver shares in Q4 2021, an estimated $17K.
  • TFO Wealth Partners first reported a position in First Majestic Silver in Q3 2021 and held it in 1 quarter.
  • TFO Wealth Partners's First Majestic Silver position peaked at $17K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held First Majestic Silver as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.