BCWM
WRN

Bartlett & Co Wealth Management’s Western Copper and Gold WRN Stock Holding History

Bartlett & Co 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
2022
Q4 		– Sell
-1,000
Closed -$1.27K – 1194
2022
Q3 		$1.27K Buy
+1,000
New +$1.33K ﹤0.01% 1098

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
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
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Bartlett & Co Wealth Management's WRN Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Western Copper and Gold (WRN) in Q4 2022, closing a stake of 1,000 shares — an estimated $1.27K sold.

Bartlett & Co Wealth Management first reported a position in WRN in Q3 2022 and held it in 1 quarter. The position peaked at $1.27K in Q3 2022. 44 funds tracked by Wall St. Rank hold WRN as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Western Copper and Gold position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,000 Western Copper and Gold shares in Q4 2022, an estimated $1.27K.
  • Bartlett & Co Wealth Management first reported a position in Western Copper and Gold in Q3 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Western Copper and Gold position peaked at $1.27K in Q3 2022.
  • 44 funds tracked by Wall St. Rank held Western Copper and Gold as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.