MWA
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Miller Wealth Advisors’s OR Royalties Inc OR Stock Holding History

Miller Wealth Advisors’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
2024
Q1 		– Sell
-501
Closed -$7.16K – 81
2023
Q4 		$7.16K Buy
+501
New +$6.57K ﹤0.01% 59

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Miller Wealth Advisors's OR Position: Q1 2024 in Review

Miller Wealth Advisors sold out of OR Royalties Inc (OR) in Q1 2024, closing a stake of 501 shares — an estimated $7.16K sold.

Miller Wealth Advisors first reported a position in OR in Q4 2023 and held it in 1 quarter. The position peaked at $7.16K in Q4 2023. 167 funds tracked by Wall St. Rank hold OR as of Q1 2024.

  • Miller Wealth Advisors reported no remaining OR Royalties Inc position as of Q1 2024 after selling out during the quarter.
  • Miller Wealth Advisors sold 501 OR Royalties Inc shares in Q1 2024, an estimated $7.16K.
  • Miller Wealth Advisors first reported a position in OR Royalties Inc in Q4 2023 and held it in 1 quarter.
  • Miller Wealth Advisors's OR Royalties Inc position peaked at $7.16K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2024.

Based on Miller Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.