AWM
WRN

Accurate Wealth Management’s Western Copper and Gold WRN Stock Holding History

Accurate Wealth Management’s Portfolio WRN Stock Details WRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$1.85K – 1471
2022
Q4 		$1.85K Buy
+1,000
New +$1.53K ﹤0.01% 1222

Other funds holding WRN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accurate Wealth Management's WRN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Western Copper and Gold (WRN) in Q1 2023, closing a stake of 1,000 shares — an estimated $1.85K sold.

Accurate Wealth Management first reported a position in WRN in Q4 2022 and held it in 1 quarter. The position peaked at $1.85K in Q4 2022. 40 funds tracked by Wall St. Rank hold WRN as of Q1 2023.

  • Accurate Wealth Management reported no remaining Western Copper and Gold position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,000 Western Copper and Gold shares in Q1 2023, an estimated $1.85K.
  • Accurate Wealth Management first reported a position in Western Copper and Gold in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Western Copper and Gold position peaked at $1.85K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.