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Heritage Wealth Advisors’s Agnico Eagle Mines AEM Stock Holding History

Heritage Wealth Advisors’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
2024
Q1 		– Sell
-1,400
Closed -$76.8K – 544
2023
Q4 		$76.8K Buy
+1,400
New +$70K ﹤0.01% 293

Other funds holding AEM

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Wealth Advisors's AEM Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Agnico Eagle Mines (AEM) in Q1 2024, closing a stake of 1,400 shares — an estimated $76.8K sold.

Heritage Wealth Advisors first reported a position in AEM in Q4 2023 and held it in 1 quarter. The position peaked at $76.8K in Q4 2023. 636 funds tracked by Wall St. Rank hold AEM as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining Agnico Eagle Mines position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,400 Agnico Eagle Mines shares in Q1 2024, an estimated $76.8K.
  • Heritage Wealth Advisors first reported a position in Agnico Eagle Mines in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Agnico Eagle Mines position peaked at $76.8K in Q4 2023.
  • 636 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.