TWM
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Tolleson Wealth Management’s Vista Gold VGZ Stock Holding History

Tolleson Wealth Management’s Portfolio VGZ Stock Details VGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$5K – 86
2023
Q4 		$5K Buy
+10,000
New +$3.72K ﹤0.01% 83

Other funds holding VGZ

SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tolleson Wealth Management's VGZ Position: Q1 2024 in Review

Tolleson Wealth Management sold out of Vista Gold (VGZ) in Q1 2024, closing a stake of 10,000 shares — an estimated $5K sold.

Tolleson Wealth Management first reported a position in VGZ in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 37 funds tracked by Wall St. Rank hold VGZ as of Q1 2024.

  • Tolleson Wealth Management reported no remaining Vista Gold position as of Q1 2024 after selling out during the quarter.
  • Tolleson Wealth Management sold 10,000 Vista Gold shares in Q1 2024, an estimated $5K.
  • Tolleson Wealth Management first reported a position in Vista Gold in Q4 2023 and held it in 1 quarter.
  • Tolleson Wealth Management's Vista Gold position peaked at $5K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Vista Gold as of Q1 2024.

Based on Tolleson Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.