Certified Advisory Corp’s OR Royalties Inc OR Stock Holding History

Certified Advisory Corp’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-212	Closed	-$2K	–	564
2021 Q1	$2K	Buy	+212	New	+$2.42K	﹤0.01%	740
2020 Q2	$2K	Hold	210	–	–	﹤0.01%	704
2020 Q1	$2K	Buy	210 +1	+0.5%	+$9	﹤0.01%	703
2019 Q4	$2K	Buy	209 +1	+0.5%	+$9	﹤0.01%	735
2019 Q3	$2K	Buy	208 +1	+0.5%	+$12	﹤0.01%	742
2019 Q2	$2K	Buy	207 +1	+0.5%	+$11	﹤0.01%	753
2019 Q1	$2K	Hold	206	–	–	﹤0.01%	695
2018 Q4	$2K	Buy	206 +1	+0.5%	+$8	﹤0.01%	692
2018 Q3	$2K	Buy	205 +1	+0.5%	+$9	﹤0.01%	720
2018 Q2	$2K	Buy	204 +2	+1%	+$20	﹤0.01%	707
2018 Q1	$1K	Hold	202	–	–	﹤0.01%	707
2017 Q4	$2K	Buy	+202	New	+$2.45K	﹤0.01%	643

Other funds holding OR

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SVG

Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Certified Advisory Corp's OR Position: Q2 2021 in Review

Certified Advisory Corp sold out of OR Royalties Inc (OR) in Q2 2021, closing a stake of 212 shares — an estimated $2K sold.

Certified Advisory Corp first reported a position in OR in Q4 2017 and held it in 12 quarters. The position peaked at $2K in Q1 2021. 131 funds tracked by Wall St. Rank hold OR as of Q2 2021.

Certified Advisory Corp reported no remaining OR Royalties Inc position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 212 OR Royalties Inc shares in Q2 2021, an estimated $2K.
Certified Advisory Corp first reported a position in OR Royalties Inc in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's OR Royalties Inc position peaked at $2K in Q1 2021.
131 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.