Valeo Financial Advisors’s Equinox Gold EQX Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-3,040	Closed	-$24K	–	900
2021 Q1	$24K	Sell	3,040 -200	-6%	-$1.85K	﹤0.01%	1113
2020 Q4	$34K	Hold	3,240	–	–	﹤0.01%	898
2020 Q3	$38K	Sell	3,240 -500	-13%	-$6.02K	﹤0.01%	736
2020 Q2	$42K	Buy	3,740 +1,000	+36%	+$8.95K	﹤0.01%	791
2020 Q1	$21K	Hold	2,740	–	–	﹤0.01%	881
2019 Q4	$21K	Buy	+2,740	New	+$17K	﹤0.01%	910

Other funds holding EQX

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

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Valeo Financial Advisors's EQX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Equinox Gold (EQX) in Q2 2021, closing a stake of 3,040 shares — an estimated $24K sold.

Valeo Financial Advisors first reported a position in EQX in Q4 2019 and held it in 6 quarters. The position peaked at $42K in Q2 2020. 144 funds tracked by Wall St. Rank hold EQX as of Q2 2021.

Valeo Financial Advisors reported no remaining Equinox Gold position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 3,040 Equinox Gold shares in Q2 2021, an estimated $24K.
Valeo Financial Advisors first reported a position in Equinox Gold in Q4 2019 and held it in 6 quarters.
Valeo Financial Advisors's Equinox Gold position peaked at $42K in Q2 2020.
144 funds tracked by Wall St. Rank held Equinox Gold as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.