KAS
WRN

Kestra Advisory Services’s Western Copper and Gold WRN Stock Holding History

Kestra Advisory Services’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
Q4 		– Sell
-13,100
Closed -$15.7K – 2833
2024
Q3 		$15.7K Sell
13,100
-4,933
-27% -$5.67K ﹤0.01% 2537
2024
Q2 		$20.7K Buy
18,033
+5,100
+39% +$7.13K ﹤0.01% 2586
2024
Q1 		$19.8K Buy
+12,933
New +$16.1K ﹤0.01% 2432

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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return

Kestra Advisory Services's WRN Position: Q4 2024 in Review

Kestra Advisory Services sold out of Western Copper and Gold (WRN) in Q4 2024, closing a stake of 13,100 shares — an estimated $15.7K sold.

Kestra Advisory Services first reported a position in WRN in Q1 2024 and held it in 3 quarters. The position peaked at $20.7K in Q2 2024. 45 funds tracked by Wall St. Rank hold WRN as of Q4 2024.

  • Kestra Advisory Services reported no remaining Western Copper and Gold position as of Q4 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 13,100 Western Copper and Gold shares in Q4 2024, an estimated $15.7K.
  • Kestra Advisory Services first reported a position in Western Copper and Gold in Q1 2024 and held it in 3 quarters.
  • Kestra Advisory Services's Western Copper and Gold position peaked at $20.7K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held Western Copper and Gold as of Q4 2024.

Based on Kestra Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.