United Capital Financial Advisors’s Alamos Gold AGI Stock Holding History

United Capital Financial Advisors’s Portfolio AGI Stock Details AGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-30,459	Closed	-$373K	–	890
2023 Q1	$373K	Sell	30,459 -850	-3%	-$9.21K	﹤0.01%	778
2022 Q4	$317K	Sell	31,309 -85	-0.3%	-$748	﹤0.01%	874
2022 Q3	$233K	Buy	31,394 +1,390	+5%	+$10.3K	﹤0.01%	974
2022 Q2	$211K	Hold	30,004	–	–	﹤0.01%	1044
2022 Q1	$253K	Hold	30,004	–	–	﹤0.01%	1046
2021 Q4	$231K	Hold	30,004	–	–	﹤0.01%	1107
2021 Q3	$216K	Sell	30,004 -15	-0%	-$115	﹤0.01%	1115
2021 Q2	$230K	Buy	30,019 +15	+0%	+$128	﹤0.01%	1114
2021 Q1	$234K	Hold	30,004	–	–	﹤0.01%	1068
2020 Q4	$263K	Hold	30,004	–	–	﹤0.01%	1044
2020 Q3	$264K	Hold	30,004	–	–	﹤0.01%	990
2020 Q2	$281K	Hold	30,004	–	–	﹤0.01%	1013
2020 Q1	$150K	Hold	30,004	–	–	﹤0.01%	1099
2019 Q4	$181K	Hold	30,004	–	–	﹤0.01%	1296
2019 Q3	$174K	Hold	30,004	–	–	﹤0.01%	1212
2019 Q2	$181K	Buy	+30,004	New	+$149K	﹤0.01%	1375

Other funds holding AGI

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

United Capital Financial Advisors's AGI Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Alamos Gold (AGI) in Q2 2023, closing a stake of 30,459 shares — an estimated $373K sold.

United Capital Financial Advisors first reported a position in AGI in Q2 2019 and held it in 16 quarters. The position peaked at $373K in Q1 2023. 268 funds tracked by Wall St. Rank hold AGI as of Q2 2023.

United Capital Financial Advisors reported no remaining Alamos Gold position as of Q2 2023 after selling out during the quarter.
United Capital Financial Advisors sold 30,459 Alamos Gold shares in Q2 2023, an estimated $373K.
United Capital Financial Advisors first reported a position in Alamos Gold in Q2 2019 and held it in 16 quarters.
United Capital Financial Advisors's Alamos Gold position peaked at $373K in Q1 2023.
268 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.