Corient Private Wealth
WRN

Corient Private Wealth’s Western Copper and Gold WRN Stock Holding History

Corient Private Wealth’s Portfolio WRN Stock Details WRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,811
Closed -$18.1K – 2247
2023
Q2 		$18.1K Buy
+11,811
New +$19.8K ﹤0.01% 2053

Other funds holding WRN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corient Private Wealth's WRN Position: Q3 2023 in Review

Corient Private Wealth sold out of Western Copper and Gold (WRN) in Q3 2023, closing a stake of 11,811 shares — an estimated $18.1K sold.

Corient Private Wealth first reported a position in WRN in Q2 2023 and held it in 1 quarter. The position peaked at $18.1K in Q2 2023. 42 funds tracked by Wall St. Rank hold WRN as of Q3 2023.

  • Corient Private Wealth reported no remaining Western Copper and Gold position as of Q3 2023 after selling out during the quarter.
  • Corient Private Wealth sold 11,811 Western Copper and Gold shares in Q3 2023, an estimated $18.1K.
  • Corient Private Wealth first reported a position in Western Copper and Gold in Q2 2023 and held it in 1 quarter.
  • Corient Private Wealth's Western Copper and Gold position peaked at $18.1K in Q2 2023.
  • 42 funds tracked by Wall St. Rank held Western Copper and Gold as of Q3 2023.

Based on Corient Private Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.