GI
WRN

Gradient Investments’s Western Copper and Gold WRN Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-133
Closed -$177 – 1855
2023
Q4 		$177 Hold
133
– – ﹤0.01% 1706
2023
Q3 		$182 Hold
133
– – ﹤0.01% 1680
2023
Q2 		$203 Hold
133
– – ﹤0.01% 1636
2023
Q1 		$243 Hold
133
– – ﹤0.01% 1362
2022
Q4 		$237 Hold
133
– – ﹤0.01% 1366
2022
Q3 		$0 Hold
133
– – ﹤0.01% 1557
2022
Q2 		$0 Hold
133
– – ﹤0.01% 1394
2022
Q1 		$0 Hold
133
– – ﹤0.01% 1359
2021
Q4 		$0 Hold
133
– – ﹤0.01% 1339
2021
Q3 		$0 Buy
+133
New +$233 ﹤0.01% 1266

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
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PRWA
Platte River Wealth Advisors Louisville, Colorado $373M AUM 29.72% 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
SM
Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Gradient Investments's WRN Position: Q1 2024 in Review

Gradient Investments sold out of Western Copper and Gold (WRN) in Q1 2024, closing a stake of 133 shares — an estimated $177 sold.

Gradient Investments first reported a position in WRN in Q3 2021 and held it in 10 quarters. The position peaked at $243 in Q1 2023. 35 funds tracked by Wall St. Rank hold WRN as of Q1 2024.

  • Gradient Investments reported no remaining Western Copper and Gold position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 133 Western Copper and Gold shares in Q1 2024, an estimated $177.
  • Gradient Investments first reported a position in Western Copper and Gold in Q3 2021 and held it in 10 quarters.
  • Gradient Investments's Western Copper and Gold position peaked at $243 in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.