Creative Planning’s Orla Mining ORLA Stock Holding History

Creative Planning’s Portfolio ORLA Stock Details ORLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-25,000	Closed	-$69K	–	2411
2022 Q2	$69K	Buy	+25,000	New	+$103K	﹤0.01%	2012

Other funds holding ORLA

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

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return

SVG

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

Creative Planning's ORLA Position: Q3 2022 in Review

Creative Planning sold out of Orla Mining (ORLA) in Q3 2022, closing a stake of 25,000 shares — an estimated $69K sold.

Creative Planning first reported a position in ORLA in Q2 2022 and held it in 1 quarter. The position peaked at $69K in Q2 2022. 68 funds tracked by Wall St. Rank hold ORLA as of Q3 2022.

Creative Planning reported no remaining Orla Mining position as of Q3 2022 after selling out during the quarter.
Creative Planning sold 25,000 Orla Mining shares in Q3 2022, an estimated $69K.
Creative Planning first reported a position in Orla Mining in Q2 2022 and held it in 1 quarter.
Creative Planning's Orla Mining position peaked at $69K in Q2 2022.
68 funds tracked by Wall St. Rank held Orla Mining as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.