PMFA
WRN

Plante Moran Financial Advisors’s Western Copper and Gold WRN Stock Holding History

Plante Moran Financial Advisors’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
2021
Q4 		– Sell
-10,000
Closed -$15K – 1116
2021
Q3 		$15K Buy
+10,000
New +$17.5K ﹤0.01% 624

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
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Plante Moran Financial Advisors's WRN Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Western Copper and Gold (WRN) in Q4 2021, closing a stake of 10,000 shares — an estimated $15K sold.

Plante Moran Financial Advisors first reported a position in WRN in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 36 funds tracked by Wall St. Rank hold WRN as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Western Copper and Gold position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 10,000 Western Copper and Gold shares in Q4 2021, an estimated $15K.
  • Plante Moran Financial Advisors first reported a position in Western Copper and Gold in Q3 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Western Copper and Gold position peaked at $15K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Western Copper and Gold as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.