Cedar Brook Financial Partners’s Royal Gold RGLD Stock Holding History

Cedar Brook Financial Partners’s Portfolio RGLD Stock Details RGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,805	Closed	-$220K	–	313
2024 Q1	$220K	Buy	1,805 +102	+6%	+$11.5K	0.04%	398
2023 Q4	$206K	Buy	+1,703	New	+$192K	0.05%	392
2023 Q2	–	Sell	-1,682	Closed	-$218K	–	419
2023 Q1	$218K	Buy	+1,682	New	+$207K	0.06%	342
2022 Q2	–	Sell	-1,677	Closed	-$237K	–	384
2022 Q1	$237K	Buy	+1,677	New	+$196K	0.06%	322
2020 Q4	–	Sell	-1,757	Closed	-$211K	–	336
2020 Q3	$211K	Sell	1,757 -48	-3%	-$6.3K	0.08%	267
2020 Q2	$224K	Buy	+1,805	New	+$218K	0.1%	240
2020 Q1	–	Sell	-1,851	Closed	-$226K	–	287
2019 Q4	$226K	Buy	1,851 +119	+7%	+$14.1K	0.1%	255
2019 Q3	$213K	Buy	+1,732	New	+$211K	0.09%	272

Other funds holding RGLD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cedar Brook Financial Partners's RGLD Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Royal Gold (RGLD) in Q2 2024, closing a stake of 1,805 shares — an estimated $220K sold.

Cedar Brook Financial Partners first reported a position in RGLD in Q3 2019 and held it in 8 quarters. The position peaked at $237K in Q1 2022. 461 funds tracked by Wall St. Rank hold RGLD as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Royal Gold position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 1,805 Royal Gold shares in Q2 2024, an estimated $220K.
Cedar Brook Financial Partners first reported a position in Royal Gold in Q3 2019 and held it in 8 quarters.
Cedar Brook Financial Partners's Royal Gold position peaked at $237K in Q1 2022.
461 funds tracked by Wall St. Rank held Royal Gold as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.