BerganKDV Wealth Management’s Agnico Eagle Mines AEM Stock Holding History

BerganKDV Wealth Management’s Portfolio AEM Stock Details AEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-400	Closed	-$20.4K	–	864
2023 Q1	$20.4K	Buy	400 +375	+1,500%	+$19.3K	﹤0.01%	516
2022 Q4	$1.3K	Hold	25	–	–	﹤0.01%	851
2022 Q3	$1K	Buy	+25	New	+$1.07K	﹤0.01%	850
2022 Q2	–	Sell	-896	Closed	-$55K	–	965
2022 Q1	$55K	Buy	896 +695	+346%	+$37.6K	0.01%	390
2021 Q4	$11K	Sell	201 -150	-43%	-$7.97K	﹤0.01%	640
2021 Q3	$18K	Buy	351 +1	+0.3%	+$58	﹤0.01%	542
2021 Q2	$21K	Buy	350 +50	+17%	+$3.34K	﹤0.01%	509
2021 Q1	$17K	Buy	300 +50	+20%	+$3.23K	﹤0.01%	505
2020 Q4	$18K	Buy	+250	New	+$18.7K	﹤0.01%	490

Other funds holding AEM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BerganKDV Wealth Management's AEM Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Agnico Eagle Mines (AEM) in Q2 2023, closing a stake of 400 shares — an estimated $20.4K sold.

BerganKDV Wealth Management first reported a position in AEM in Q4 2020 and held it in 9 quarters. The position peaked at $55K in Q1 2022. 579 funds tracked by Wall St. Rank hold AEM as of Q2 2023.

BerganKDV Wealth Management reported no remaining Agnico Eagle Mines position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 400 Agnico Eagle Mines shares in Q2 2023, an estimated $20.4K.
BerganKDV Wealth Management first reported a position in Agnico Eagle Mines in Q4 2020 and held it in 9 quarters.
BerganKDV Wealth Management's Agnico Eagle Mines position peaked at $55K in Q1 2022.
579 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.