Center for Financial Planning’s Agnico Eagle Mines AEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-250
Closed -$12.5K – 521
2023
Q2
$12.5K Hold
250
– – ﹤0.01% 359
2023
Q1
$12.7K Hold
250
– – ﹤0.01% 331
2022
Q4
$13K Hold
250
– – ﹤0.01% 325
2022
Q3
$11K Hold
250
– – ﹤0.01% 343
2022
Q2
$11K Hold
250
– – ﹤0.01% 348
2022
Q1
$15K Hold
250
– – ﹤0.01% 332
2021
Q4
$13K Hold
250
– – ﹤0.01% 349
2021
Q3
$13K Hold
250
– – ﹤0.01% 334
2021
Q2
$15K Hold
250
– – ﹤0.01% 324
2021
Q1
$14K Hold
250
– – ﹤0.01% 342
2020
Q4
$18K Hold
250
– – 0.01% 291
2020
Q3
$20K Hold
250
– – 0.01% 256
2020
Q2
$16K Hold
250
– – 0.01% 274
2020
Q1
$10K Hold
250
– – ﹤0.01% 317
2019
Q4
$15K Buy
+250
New +$14.5K ﹤0.01% 279

Other funds holding AEM

Center for Financial Planning's AEM Position: Q3 2023 in Review

Center for Financial Planning sold out of Agnico Eagle Mines (AEM) in Q3 2023, closing a stake of 250 shares — an estimated $12.5K sold.

Center for Financial Planning first reported a position in AEM in Q4 2019 and held it in 15 quarters. The position peaked at $20K in Q3 2020. 563 funds tracked by Wall St. Rank hold AEM as of Q3 2023.

  • Center for Financial Planning reported no remaining Agnico Eagle Mines position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 250 Agnico Eagle Mines shares in Q3 2023, an estimated $12.5K.
  • Center for Financial Planning first reported a position in Agnico Eagle Mines in Q4 2019 and held it in 15 quarters.
  • Center for Financial Planning's Agnico Eagle Mines position peaked at $20K in Q3 2020.
  • 563 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.