HIG
WRN

Herr Investment Group’s Western Copper and Gold WRN Stock Holding History

Herr Investment Group’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
Q2 		$1.79M Sell
1,552,749
-115,067
-7% -$161K 0.12% 45
2024
Q1 		$2.55M Buy
+1,667,816
New +$2.08M 0.67% 31

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

Herr Investment Group's WRN Position: Q2 2024 in Review

Herr Investment Group reduced its Western Copper and Gold (WRN) stake by 6.9% in Q2 2024, selling an estimated $161K and leaving 1,552,749 shares worth $1.79M. The position accounts for 0.12% of the portfolio, ranked #45.

Herr Investment Group first reported a position in WRN in Q1 2024 and has held it in 2 quarters since. The position peaked at $2.55M in Q1 2024. 43 funds tracked by Wall St. Rank hold WRN as of Q2 2024.

  • Herr Investment Group held 1,552,749 shares of Western Copper and Gold worth $1.79M as of Q2 2024.
  • Herr Investment Group sold 115,067 Western Copper and Gold shares in Q2 2024, an estimated $161K.
  • Western Copper and Gold made up 0.12% of Herr Investment Group's portfolio in Q2 2024, its #45 holding.
  • Herr Investment Group first reported a position in Western Copper and Gold in Q1 2024 and has held it in 2 quarters since.
  • Herr Investment Group's Western Copper and Gold position peaked at $2.55M in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2024.

Based on Herr Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.