GI
ORLA

Gradient Investments’s Orla Mining ORLA Stock Holding History

Gradient Investments’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
2023
Q4 		– Sell
-100
Closed -$357 – 1895
2023
Q3 		$357 Buy
+100
New +$444 ﹤0.01% 1617
2022
Q4 		– Sell
-2,386
Closed -$8K – 1617
2022
Q3 		$8K Buy
+2,386
New +$7.32K ﹤0.01% 851

Other funds holding ORLA

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Gradient Investments's ORLA Position: Q4 2023 in Review

Gradient Investments sold out of Orla Mining (ORLA) in Q4 2023, closing a stake of 100 shares — an estimated $357 sold.

Gradient Investments first reported a position in ORLA in Q3 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 81 funds tracked by Wall St. Rank hold ORLA as of Q4 2023.

  • Gradient Investments reported no remaining Orla Mining position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 100 Orla Mining shares in Q4 2023, an estimated $357.
  • Gradient Investments first reported a position in Orla Mining in Q3 2022 and held it in 2 quarters.
  • Gradient Investments's Orla Mining position peaked at $8K in Q3 2022.
  • 81 funds tracked by Wall St. Rank held Orla Mining as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.