Evermay Wealth Management’s Agnico Eagle Mines AEM Stock Holding History

Evermay Wealth Management’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
2023 Q3	–	Sell	-160	Closed	-$8K	–	560
2023 Q2	$8K	Hold	160	–	–	﹤0.01%	440
2023 Q1	$8.16K	Hold	160	–	–	﹤0.01%	435
2022 Q4	$8.32K	Hold	160	–	–	﹤0.01%	432
2022 Q3	$7K	Hold	160	–	–	﹤0.01%	425
2022 Q2	$7K	Hold	160	–	–	﹤0.01%	422
2022 Q1	$10K	Buy	+160	New	+$8.66K	﹤0.01%	418

Other funds holding AEM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Evermay Wealth Management's AEM Position: Q3 2023 in Review

Evermay Wealth Management sold out of Agnico Eagle Mines (AEM) in Q3 2023, closing a stake of 160 shares — an estimated $8K sold.

Evermay Wealth Management first reported a position in AEM in Q1 2022 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 563 funds tracked by Wall St. Rank hold AEM as of Q3 2023.

Evermay Wealth Management reported no remaining Agnico Eagle Mines position as of Q3 2023 after selling out during the quarter.
Evermay Wealth Management sold 160 Agnico Eagle Mines shares in Q3 2023, an estimated $8K.
Evermay Wealth Management first reported a position in Agnico Eagle Mines in Q1 2022 and held it in 6 quarters.
Evermay Wealth Management's Agnico Eagle Mines position peaked at $10K in Q1 2022.
563 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.