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Loring Wolcott & Coolidge Fiduciary Advisors’s Franco-Nevada FNV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q1 		– Sell
-1,968
Closed -$213K – 574
2023
Q4 		$213K Buy
1,968
+2
+0.1% +$243 ﹤0.01% 275
2023
Q3 		$240K Buy
1,966
+65
+3% +$9.19K ﹤0.01% 261
2023
Q2 		$271K Buy
+1,901
New +$285K ﹤0.01% 257

Other funds holding FNV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FNV Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Franco-Nevada (FNV) in Q1 2024, closing a stake of 1,968 shares — an estimated $213K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FNV in Q2 2023 and held it in 3 quarters. The position peaked at $271K in Q2 2023. 499 funds tracked by Wall St. Rank hold FNV as of Q1 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Franco-Nevada position as of Q1 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,968 Franco-Nevada shares in Q1 2024, an estimated $213K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Franco-Nevada in Q2 2023 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Franco-Nevada position peaked at $271K in Q2 2023.
  • 499 funds tracked by Wall St. Rank held Franco-Nevada as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.