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U.S. Capital Wealth Advisors’s Vista Gold VGZ Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-3,000
Closed -$1.49K – 1502
2022
Q4 		$1.49K Buy
+3,000
New +$1.64K ﹤0.01% 1511

Other funds holding VGZ

SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

U.S. Capital Wealth Advisors sold out of Vista Gold (VGZ) in Q1 2023, closing a stake of 3,000 shares — an estimated $1.49K sold.

U.S. Capital Wealth Advisors first reported a position in VGZ in Q4 2022 and held it in 1 quarter. The position peaked at $1.49K in Q4 2022. 45 funds tracked by Wall St. Rank hold VGZ as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Vista Gold position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 3,000 Vista Gold shares in Q1 2023, an estimated $1.49K.
  • U.S. Capital Wealth Advisors first reported a position in Vista Gold in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Vista Gold position peaked at $1.49K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Vista Gold as of Q1 2023.

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