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Optivise Advisory Services’s Agnico Eagle Mines AEM Stock Holding History

Optivise Advisory Services’s Portfolio AEM Stock Details AEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,202
Closed -$244K – 229
2026
Q1 		$244K Sell
1,202
-113
-9% -$23.5K 0.15% 157
2025
Q4 		$223K Sell
1,315
-386
-23% -$64.9K 0.13% 176
2025
Q3 		$287K Buy
+1,701
New +$234K 0.17% 134

Other funds holding AEM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Optivise Advisory Services's AEM Position: Q2 2026 in Review

Optivise Advisory Services sold out of Agnico Eagle Mines (AEM) in Q2 2026, closing a stake of 1,202 shares — an estimated $244K sold.

Optivise Advisory Services first reported a position in AEM in Q3 2025 and held it in 3 quarters. The position peaked at $287K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold AEM as of Q2 2026.

  • Optivise Advisory Services reported no remaining Agnico Eagle Mines position as of Q2 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 1,202 Agnico Eagle Mines shares in Q2 2026, an estimated $244K.
  • Optivise Advisory Services first reported a position in Agnico Eagle Mines in Q3 2025 and held it in 3 quarters.
  • Optivise Advisory Services's Agnico Eagle Mines position peaked at $287K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.