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WR Wealth Planners’s Equinox Gold EQX Stock Holding History

WR Wealth Planners’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
2024
Q4 		$52.7K Hold
10,500
– – 0.02% 317
2024
Q3 		$63.9K Buy
10,500
+2,000
+24% +$11.3K 0.02% 302
2024
Q2 		$44.5K Hold
8,500
– – 0.01% 343
2024
Q1 		$51.2K Buy
+8,500
New +$39.4K 0.02% 330
2023
Q4 		– Sell
-10,500
Closed -$44.4K – 398
2023
Q3 		$44.4K Hold
10,500
– – 0.02% 332
2023
Q2 		$48.1K Hold
10,500
– – 0.02% 323
2023
Q1 		$54.1K Buy
+10,500
New +$43.7K 0.02% 312

Other funds holding EQX

ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

WR Wealth Planners's EQX Position: Q4 2024 in Review

WR Wealth Planners held its Equinox Gold (EQX) position steady in Q4 2024 at 10,500 shares worth $52.7K. The position accounts for 0.02% of the portfolio, ranked #317.

WR Wealth Planners first reported a position in EQX in Q1 2023 and has held it in 7 quarters since. The position peaked at $63.9K in Q3 2024. 209 funds tracked by Wall St. Rank hold EQX as of Q4 2024.

  • WR Wealth Planners held 10,500 shares of Equinox Gold worth $52.7K as of Q4 2024.
  • WR Wealth Planners left its Equinox Gold share count unchanged in Q4 2024.
  • Equinox Gold made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #317 holding.
  • WR Wealth Planners first reported a position in Equinox Gold in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Equinox Gold position peaked at $63.9K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Equinox Gold as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.