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U.S. Capital Wealth Advisors’s Equinox Gold EQX Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$1.64K – 907
2022
Q4 		$1.64K Buy
+500
New +$1.72K ﹤0.01% 1501

Other funds holding EQX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

U.S. Capital Wealth Advisors's EQX Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Equinox Gold (EQX) in Q1 2023, closing a stake of 500 shares — an estimated $1.64K sold.

U.S. Capital Wealth Advisors first reported a position in EQX in Q4 2022 and held it in 1 quarter. The position peaked at $1.64K in Q4 2022. 152 funds tracked by Wall St. Rank hold EQX as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Equinox Gold position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 500 Equinox Gold shares in Q1 2023, an estimated $1.64K.
  • U.S. Capital Wealth Advisors first reported a position in Equinox Gold in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Equinox Gold position peaked at $1.64K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held Equinox Gold as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.