Valeo Financial Advisors’s First Majestic Silver AG Stock Holding History

Valeo Financial Advisors’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 Q1	–	Sell	-215	Closed	-$3K	–	2000
2020 Q4	$3K	Hold	215	–	–	﹤0.01%	1447
2020 Q3	$2K	Buy	+215	New	+$2.5K	﹤0.01%	1380

Other funds holding AG

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

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valeo Financial Advisors's AG Position: Q1 2021 in Review

Valeo Financial Advisors sold out of First Majestic Silver (AG) in Q1 2021, closing a stake of 215 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in AG in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 190 funds tracked by Wall St. Rank hold AG as of Q1 2021.

Valeo Financial Advisors reported no remaining First Majestic Silver position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 215 First Majestic Silver shares in Q1 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in First Majestic Silver in Q3 2020 and held it in 2 quarters.
Valeo Financial Advisors's First Majestic Silver position peaked at $3K in Q4 2020.
190 funds tracked by Wall St. Rank held First Majestic Silver as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.