CCM
WRN

Carderock Capital Management’s Western Copper and Gold WRN Stock Holding History

Carderock Capital 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
2024
Q2 		– Sell
-29,000
Closed -$44.4K – 74
2024
Q1 		$44.4K Buy
+29,000
New +$36.1K 0.01% 68

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
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PRWA
Platte River Wealth Advisors Louisville, Colorado $373M AUM 29.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Carderock Capital Management's WRN Position: Q2 2024 in Review

Carderock Capital Management sold out of Western Copper and Gold (WRN) in Q2 2024, closing a stake of 29,000 shares — an estimated $44.4K sold.

Carderock Capital Management first reported a position in WRN in Q1 2024 and held it in 1 quarter. The position peaked at $44.4K in Q1 2024. 43 funds tracked by Wall St. Rank hold WRN as of Q2 2024.

  • Carderock Capital Management reported no remaining Western Copper and Gold position as of Q2 2024 after selling out during the quarter.
  • Carderock Capital Management sold 29,000 Western Copper and Gold shares in Q2 2024, an estimated $44.4K.
  • Carderock Capital Management first reported a position in Western Copper and Gold in Q1 2024 and held it in 1 quarter.
  • Carderock Capital Management's Western Copper and Gold position peaked at $44.4K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2024.

Based on Carderock Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.