FWM
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FSA Wealth Management’s OR Royalties Inc OR Stock Holding History

FSA Wealth Management’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
2025
Q2 		– Sell
-909
Closed -$19.2K – 558
2025
Q1 		$19.2K Sell
909
-200
-18% -$3.84K 0.01% 226
2024
Q4 		$20.1K Hold
1,109
– – 0.01% 234
2024
Q3 		$20.5K Buy
+1,109
New +$19.2K 0.01% 239
2024
Q1 		$18.2K Hold
1,109
– – 0.01% 261
2023
Q4 		$16K Buy
+1,109
New +$14.5K 0.01% 263

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

FSA Wealth Management's OR Position: Q2 2025 in Review

FSA Wealth Management sold out of OR Royalties Inc (OR) in Q2 2025, closing a stake of 909 shares — an estimated $19.2K sold.

FSA Wealth Management first reported a position in OR in Q4 2023 and held it in 5 quarters. The position peaked at $20.5K in Q3 2024. 189 funds tracked by Wall St. Rank hold OR as of Q2 2025.

  • FSA Wealth Management reported no remaining OR Royalties Inc position as of Q2 2025 after selling out during the quarter.
  • FSA Wealth Management sold 909 OR Royalties Inc shares in Q2 2025, an estimated $19.2K.
  • FSA Wealth Management first reported a position in OR Royalties Inc in Q4 2023 and held it in 5 quarters.
  • FSA Wealth Management's OR Royalties Inc position peaked at $20.5K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2025.

Based on FSA Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.