Primoris Wealth Advisors’s Franco-Nevada FNV Stock Holding History

Primoris Wealth 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 Q4	–	Sell	-2,092	Closed	-$260K	–	97
2024 Q3	$260K	Sell	2,092 -383	-15%	-$47.4K	0.19%	90
2024 Q2	$293K	Buy	2,475 +112	+5%	+$13.6K	0.23%	81
2024 Q1	$282K	Sell	2,363 -11,514	-83%	-$1.27M	0.23%	82
2023 Q4	$1.54M	Sell	13,877 -377	-3%	-$45.9K	1.45%	21
2023 Q3	$1.9M	Sell	14,254 -1,578	-10%	-$223K	2.3%	16
2023 Q2	$2.26M	Sell	15,832 -111	-0.7%	-$16.7K	2.48%	16
2023 Q1	$2.32M	Buy	15,943 +250	+2%	+$34.9K	2.86%	12
2022 Q4	$2.14M	Buy	+15,693	New	+$2.07M	3.3%	10

Other funds holding FNV

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Primoris Wealth Advisors's FNV Position: Q4 2024 in Review

Primoris Wealth Advisors sold out of Franco-Nevada (FNV) in Q4 2024, closing a stake of 2,092 shares — an estimated $260K sold.

Primoris Wealth Advisors first reported a position in FNV in Q4 2022 and held it in 8 quarters. The position peaked at $2.32M in Q1 2023. 484 funds tracked by Wall St. Rank hold FNV as of Q4 2024.

Primoris Wealth Advisors reported no remaining Franco-Nevada position as of Q4 2024 after selling out during the quarter.
Primoris Wealth Advisors sold 2,092 Franco-Nevada shares in Q4 2024, an estimated $260K.
Primoris Wealth Advisors first reported a position in Franco-Nevada in Q4 2022 and held it in 8 quarters.
Primoris Wealth Advisors's Franco-Nevada position peaked at $2.32M in Q1 2023.
484 funds tracked by Wall St. Rank held Franco-Nevada as of Q4 2024.

Based on Primoris Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.