JAG
WRN

Journey Advisory Group’s Western Copper and Gold WRN Stock Holding History

Journey Advisory 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
2025
Q2 		– Sell
-698,071
Closed -$792K – 295
2025
Q1 		$792K Buy
+698,071
New +$746K 0.06% 167

Other funds holding WRN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Journey Advisory Group's WRN Position: Q2 2025 in Review

Journey Advisory Group sold out of Western Copper and Gold (WRN) in Q2 2025, closing a stake of 698,071 shares — an estimated $792K sold.

Journey Advisory Group first reported a position in WRN in Q1 2025 and held it in 1 quarter. The position peaked at $792K in Q1 2025. 52 funds tracked by Wall St. Rank hold WRN as of Q2 2025.

  • Journey Advisory Group reported no remaining Western Copper and Gold position as of Q2 2025 after selling out during the quarter.
  • Journey Advisory Group sold 698,071 Western Copper and Gold shares in Q2 2025, an estimated $792K.
  • Journey Advisory Group first reported a position in Western Copper and Gold in Q1 2025 and held it in 1 quarter.
  • Journey Advisory Group's Western Copper and Gold position peaked at $792K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2025.

Based on Journey Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.