Laurel Wealth Advisors (North Carolina)’s Western Copper and Gold WRN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2022 Q3	–	Sell	-1,700	Closed	-$2K	–	614
2022 Q2	$2K	Hold	1,700	–	–	﹤0.01%	553
2022 Q1	$4K	Hold	1,700	–	–	﹤0.01%	518
2021 Q4	$3K	Hold	1,700	–	–	﹤0.01%	560
2021 Q3	$3K	Hold	1,700	–	–	﹤0.01%	569
2021 Q2	$3K	Hold	1,700	–	–	﹤0.01%	641
2021 Q1	$2K	Buy	+1,700	New	+$2.32K	﹤0.01%	628

Other funds holding WRN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WRN Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Western Copper and Gold (WRN) in Q3 2022, closing a stake of 1,700 shares — an estimated $2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WRN in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 38 funds tracked by Wall St. Rank hold WRN as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining Western Copper and Gold position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,700 Western Copper and Gold shares in Q3 2022, an estimated $2K.
Laurel Wealth Advisors (North Carolina) first reported a position in Western Copper and Gold in Q1 2021 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Western Copper and Gold position peaked at $4K in Q1 2022.
38 funds tracked by Wall St. Rank held Western Copper and Gold as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.