Cassady Schiller Wealth Management’s Franco-Nevada FNV Stock Holding History

Cassady Schiller Wealth Management’s Portfolio FNV Stock Details FNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-80	Closed	-$8.87K	–	499
2023 Q4	$8.87K	Hold	80	–	–	﹤0.01%	330
2023 Q3	$10.7K	Hold	80	–	–	0.01%	325
2023 Q2	$11.4K	Hold	80	–	–	0.01%	325
2023 Q1	$11.7K	Hold	80	–	–	0.01%	311
2022 Q4	$10.9K	Buy	+80	New	+$10.6K	0.01%	314
2022 Q1	–	Sell	-80	Closed	-$11K	–	286
2021 Q4	$11K	Buy	+80	New	+$11.1K	0.01%	309

Other funds holding FNV

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cassady Schiller Wealth Management's FNV Position: Q1 2024 in Review

Cassady Schiller Wealth Management sold out of Franco-Nevada (FNV) in Q1 2024, closing a stake of 80 shares — an estimated $8.87K sold.

Cassady Schiller Wealth Management first reported a position in FNV in Q4 2021 and held it in 6 quarters. The position peaked at $11.7K in Q1 2023. 501 funds tracked by Wall St. Rank hold FNV as of Q1 2024.

Cassady Schiller Wealth Management reported no remaining Franco-Nevada position as of Q1 2024 after selling out during the quarter.
Cassady Schiller Wealth Management sold 80 Franco-Nevada shares in Q1 2024, an estimated $8.87K.
Cassady Schiller Wealth Management first reported a position in Franco-Nevada in Q4 2021 and held it in 6 quarters.
Cassady Schiller Wealth Management's Franco-Nevada position peaked at $11.7K in Q1 2023.
501 funds tracked by Wall St. Rank held Franco-Nevada as of Q1 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.