IFAM
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Institutional & Family Asset Management’s OR Royalties Inc OR Stock Holding History

Institutional & Family Asset Management’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$1.54K – 748
2023
Q2 		$1.54K Buy
+100
New +$1.62K ﹤0.01% 588

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Institutional & Family Asset Management's OR Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of OR Royalties Inc (OR) in Q3 2023, closing a stake of 100 shares — an estimated $1.54K sold.

Institutional & Family Asset Management first reported a position in OR in Q2 2023 and held it in 1 quarter. The position peaked at $1.54K in Q2 2023. 163 funds tracked by Wall St. Rank hold OR as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining OR Royalties Inc position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 OR Royalties Inc shares in Q3 2023, an estimated $1.54K.
  • Institutional & Family Asset Management first reported a position in OR Royalties Inc in Q2 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's OR Royalties Inc position peaked at $1.54K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.