BAM
WRN

Belpointe Asset Management’s Western Copper and Gold WRN Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-319
Closed -$584 – 3387
2023
Q1 		$584 Hold
319
– – ﹤0.01% 3571
2022
Q4 		$568 Buy
+319
New +$488 ﹤0.01% 3528

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
SM
Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return

Belpointe Asset Management's WRN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Western Copper and Gold (WRN) in Q2 2023, closing a stake of 319 shares — an estimated $584 sold.

Belpointe Asset Management first reported a position in WRN in Q4 2022 and held it in 2 quarters. The position peaked at $584 in Q1 2023. 40 funds tracked by Wall St. Rank hold WRN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Western Copper and Gold position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 319 Western Copper and Gold shares in Q2 2023, an estimated $584.
  • Belpointe Asset Management first reported a position in Western Copper and Gold in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Western Copper and Gold position peaked at $584 in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.