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CLA (CliftonLarsonAllen) Wealth Advisors’s Agnico Eagle Mines AEM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio AEM Stock Details AEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,739
Closed -$918K – 195
2024
Q4 		$918K Hold
11,739
– – 0.02% 152
2024
Q3 		$946K Buy
11,739
+40
+0.3% +$3.1K 0.02% 143
2024
Q2 		$765K Hold
11,699
– – 0.02% 149
2024
Q1 		$698K Buy
+11,699
New +$599K 0.02% 149

Other funds holding AEM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's AEM Position: Q1 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Agnico Eagle Mines (AEM) in Q1 2025, closing a stake of 11,739 shares — an estimated $918K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AEM in Q1 2024 and held it in 4 quarters. The position peaked at $946K in Q3 2024. 830 funds tracked by Wall St. Rank hold AEM as of Q1 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Agnico Eagle Mines position as of Q1 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,739 Agnico Eagle Mines shares in Q1 2025, an estimated $918K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Agnico Eagle Mines in Q1 2024 and held it in 4 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Agnico Eagle Mines position peaked at $946K in Q3 2024.
  • 830 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q1 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.