Woodward Diversified Capital’s TRX Gold Corp TRX Stock Holding History

Woodward Diversified Capital’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
2021 Q4	–	Sell	-37,000	Closed	-$18K	–	214
2021 Q3	$18K	Hold	37,000	–	–	0.01%	186
2021 Q2	$19K	Hold	37,000	–	–	0.01%	214
2021 Q1	$22K	Hold	37,000	–	–	0.01%	207
2020 Q4	$24K	Buy	+37,000	New	+$24.1K	0.02%	161

Other funds holding TRX

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

GIM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

FFA

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

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Woodward Diversified Capital's TRX Position: Q4 2021 in Review

Woodward Diversified Capital sold out of TRX Gold Corp (TRX) in Q4 2021, closing a stake of 37,000 shares — an estimated $18K sold.

Woodward Diversified Capital first reported a position in TRX in Q4 2020 and held it in 4 quarters. The position peaked at $24K in Q4 2020. 35 funds tracked by Wall St. Rank hold TRX as of Q4 2021.

Woodward Diversified Capital reported no remaining TRX Gold Corp position as of Q4 2021 after selling out during the quarter.
Woodward Diversified Capital sold 37,000 TRX Gold Corp shares in Q4 2021, an estimated $18K.
Woodward Diversified Capital first reported a position in TRX Gold Corp in Q4 2020 and held it in 4 quarters.
Woodward Diversified Capital's TRX Gold Corp position peaked at $24K in Q4 2020.
35 funds tracked by Wall St. Rank held TRX Gold Corp as of Q4 2021.

Based on Woodward Diversified Capital's 13F filing for Q4 2021, filed 28 Jan 2022.