Wealthspire Advisors (Maryland)’s TRX Gold Corp TRX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TRX Stock Details TRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-28,300	Closed	-$17K	–	508
2019 Q4	$17K	Hold	28,300	–	–	﹤0.01%	496
2019 Q3	$22K	Buy	+28,300	New	+$25.8K	﹤0.01%	464
2019 Q2	–	Sell	-28,300	Closed	-$23K	–	1908
2019 Q1	$23K	Hold	28,300	–	–	﹤0.01%	1224
2018 Q4	$10K	Hold	28,300	–	–	﹤0.01%	1479
2018 Q3	$10K	Hold	28,300	–	–	﹤0.01%	1528
2018 Q2	$12K	Hold	28,300	–	–	﹤0.01%	1477
2018 Q1	$11K	Hold	28,300	–	–	﹤0.01%	1541
2017 Q4	$8K	Hold	28,300	–	–	﹤0.01%	1691
2017 Q3	$9K	Hold	28,300	–	–	﹤0.01%	1619
2017 Q2	$13K	Hold	28,300	–	–	﹤0.01%	1441
2017 Q1	$12K	Hold	28,300	–	–	﹤0.01%	1278
2016 Q4	$14K	Hold	28,300	–	–	﹤0.01%	1121
2016 Q3	$23K	Hold	28,300	–	–	﹤0.01%	1017
2016 Q2	$20K	Hold	28,300	–	–	﹤0.01%	994
2016 Q1	$6K	Hold	28,300	–	–	﹤0.01%	1312
2015 Q4	$7K	Buy	+28,300	New	+$8.68K	﹤0.01%	1282

Other funds holding TRX

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s TRX Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of TRX Gold Corp (TRX) in Q1 2020, closing a stake of 28,300 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in TRX in Q4 2015 and held it in 16 quarters. The position peaked at $23K in Q1 2019. 24 funds tracked by Wall St. Rank hold TRX as of Q1 2020.

Wealthspire Advisors (Maryland) reported no remaining TRX Gold Corp position as of Q1 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 28,300 TRX Gold Corp shares in Q1 2020, an estimated $17K.
Wealthspire Advisors (Maryland) first reported a position in TRX Gold Corp in Q4 2015 and held it in 16 quarters.
Wealthspire Advisors (Maryland)'s TRX Gold Corp position peaked at $23K in Q1 2019.
24 funds tracked by Wall St. Rank held TRX Gold Corp as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.