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IBEX Wealth Advisors’s Franco-Nevada FNV Stock Holding History

IBEX Wealth Advisors’s Portfolio FNV Stock Details FNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-164
Closed -$19.5K – 141
2024
Q2 		$19.5K Buy
+164
New +$19.9K ﹤0.01% 198

Other funds holding FNV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IBEX Wealth Advisors's FNV Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Franco-Nevada (FNV) in Q3 2024, closing a stake of 164 shares — an estimated $19.5K sold.

IBEX Wealth Advisors first reported a position in FNV in Q2 2024 and held it in 1 quarter. The position peaked at $19.5K in Q2 2024. 488 funds tracked by Wall St. Rank hold FNV as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Franco-Nevada position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 164 Franco-Nevada shares in Q3 2024, an estimated $19.5K.
  • IBEX Wealth Advisors first reported a position in Franco-Nevada in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's Franco-Nevada position peaked at $19.5K in Q2 2024.
  • 488 funds tracked by Wall St. Rank held Franco-Nevada as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.