PRWA
WRN

Platte River Wealth Advisors’s Western Copper and Gold WRN Stock Holding History

Platte River Wealth 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
2024
Q3 		$661K Hold
550,666
– – 0.18% 60
2024
Q2 		$633K Hold
550,666
– – 0.18% 60
2024
Q1 		$843K Buy
+550,666
New +$686K 0.24% 54

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 $928M AUM 25.4% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Platte River Wealth Advisors's WRN Position: Q3 2024 in Review

Platte River Wealth Advisors held its Western Copper and Gold (WRN) position steady in Q3 2024 at 550,666 shares worth $661K. The position accounts for 0.18% of the portfolio, ranked #60.

Platte River Wealth Advisors first reported a position in WRN in Q1 2024 and has held it in 3 quarters since. The position peaked at $843K in Q1 2024. 44 funds tracked by Wall St. Rank hold WRN as of Q3 2024.

  • Platte River Wealth Advisors held 550,666 shares of Western Copper and Gold worth $661K as of Q3 2024.
  • Platte River Wealth Advisors left its Western Copper and Gold share count unchanged in Q3 2024.
  • Western Copper and Gold made up 0.18% of Platte River Wealth Advisors's portfolio in Q3 2024, its #60 holding.
  • Platte River Wealth Advisors first reported a position in Western Copper and Gold in Q1 2024 and has held it in 3 quarters since.
  • Platte River Wealth Advisors's Western Copper and Gold position peaked at $843K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held Western Copper and Gold as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.