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

West 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
2024
Q2 		– Sell
-100
Closed -$588 – 160
2024
Q1 		$588 Hold
100
– – ﹤0.01% 145
2023
Q4 		$615 Hold
100
– – ﹤0.01% 152
2023
Q3 		$513 Hold
100
– – ﹤0.01% 192
2023
Q2 		$565 Hold
100
– – ﹤0.01% 171
2023
Q1 		$721 Hold
100
– – ﹤0.01% 149
2022
Q4 		$834 Hold
100
– – ﹤0.01% 147
2022
Q3 		$1K Buy
+100
New +$746 ﹤0.01% 165

Other funds holding AG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Financial Advisors's AG Position: Q2 2024 in Review

West Financial Advisors sold out of First Majestic Silver (AG) in Q2 2024, closing a stake of 100 shares — an estimated $588 sold.

West Financial Advisors first reported a position in AG in Q3 2022 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 214 funds tracked by Wall St. Rank hold AG as of Q2 2024.

  • West Financial Advisors reported no remaining First Majestic Silver position as of Q2 2024 after selling out during the quarter.
  • West Financial Advisors sold 100 First Majestic Silver shares in Q2 2024, an estimated $588.
  • West Financial Advisors first reported a position in First Majestic Silver in Q3 2022 and held it in 7 quarters.
  • West Financial Advisors's First Majestic Silver position peaked at $1K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2024.

Based on West Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.