WhitTier Trust Company’s EMX Royalty EMX Stock Holding History

WhitTier Trust Company’s Portfolio EMX Stock Details EMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,000	Closed	-$17.9K	–	1351
2024 Q2	$17.9K	Hold	10,000	–	–	﹤0.01%	908
2024 Q1	$17.2K	Hold	10,000	–	–	﹤0.01%	875
2023 Q4	$16.1K	Hold	10,000	–	–	﹤0.01%	885
2023 Q3	$17.7K	Hold	10,000	–	–	﹤0.01%	831
2023 Q2	$18.9K	Hold	10,000	–	–	﹤0.01%	863
2023 Q1	$19.9K	Hold	10,000	–	–	﹤0.01%	849
2022 Q4	$18.8K	Hold	10,000	–	–	﹤0.01%	849
2022 Q3	$19K	Hold	10,000	–	–	﹤0.01%	816
2022 Q2	$19K	Hold	10,000	–	–	﹤0.01%	818
2022 Q1	$22K	Hold	10,000	–	–	﹤0.01%	796
2021 Q4	$23K	Hold	10,000	–	–	﹤0.01%	785
2021 Q3	$26K	Hold	10,000	–	–	﹤0.01%	785
2021 Q2	$30K	Hold	10,000	–	–	﹤0.01%	737
2021 Q1	$30K	Hold	10,000	–	–	﹤0.01%	723
2020 Q4	$33K	Hold	10,000	–	–	﹤0.01%	687
2020 Q3	$26K	Hold	10,000	–	–	﹤0.01%	704
2020 Q2	$22K	Hold	10,000	–	–	﹤0.01%	708
2020 Q1	$14K	Hold	10,000	–	–	﹤0.01%	745
2019 Q4	$16K	Hold	10,000	–	–	﹤0.01%	777
2019 Q3	$14K	Hold	10,000	–	–	﹤0.01%	777
2019 Q2	$12K	Hold	10,000	–	–	﹤0.01%	798
2019 Q1	$12K	Hold	10,000	–	–	﹤0.01%	797
2018 Q4	$11K	Hold	10,000	–	–	﹤0.01%	816
2018 Q3	$12K	Hold	10,000	–	–	﹤0.01%	801
2018 Q2	$10K	Buy	+10,000	New	+$9.91K	﹤0.01%	815

Other funds holding EMX

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Medici Capital Newport Beach, California $81.2M AUM 76.04% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WhitTier Trust Company's EMX Position: Q3 2024 in Review

WhitTier Trust Company sold out of EMX Royalty (EMX) in Q3 2024, closing a stake of 10,000 shares — an estimated $17.9K sold.

WhitTier Trust Company first reported a position in EMX in Q2 2018 and held it in 25 quarters. The position peaked at $33K in Q4 2020. 40 funds tracked by Wall St. Rank hold EMX as of Q3 2024.

WhitTier Trust Company reported no remaining EMX Royalty position as of Q3 2024 after selling out during the quarter.
WhitTier Trust Company sold 10,000 EMX Royalty shares in Q3 2024, an estimated $17.9K.
WhitTier Trust Company first reported a position in EMX Royalty in Q2 2018 and held it in 25 quarters.
WhitTier Trust Company's EMX Royalty position peaked at $33K in Q4 2020.
40 funds tracked by Wall St. Rank held EMX Royalty as of Q3 2024.

Based on WhitTier Trust Company's 13F filing for Q3 2024, filed 21 Oct 2024.