Principle Wealth Partners’s Franco-Nevada FNV Stock Holding History

Principle Wealth Partners’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 Q2	–	Sell	-2,383	Closed	-$284K	–	333
2024 Q1	$284K	Sell	2,383 -904	-28%	-$99.5K	0.02%	291
2023 Q4	$364K	Hold	3,287	–	–	0.03%	250
2023 Q3	$439K	Sell	3,287 -1,000	-23%	-$141K	0.04%	213
2023 Q2	$611K	Hold	4,287	–	–	0.06%	180
2023 Q1	$625K	Hold	4,287	–	–	0.07%	171
2022 Q4	$585K	Buy	+4,287	New	+$566K	0.07%	173

Other funds holding FNV

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Principle Wealth Partners's FNV Position: Q2 2024 in Review

Principle Wealth Partners sold out of Franco-Nevada (FNV) in Q2 2024, closing a stake of 2,383 shares — an estimated $284K sold.

Principle Wealth Partners first reported a position in FNV in Q4 2022 and held it in 6 quarters. The position peaked at $625K in Q1 2023. 477 funds tracked by Wall St. Rank hold FNV as of Q2 2024.

Principle Wealth Partners reported no remaining Franco-Nevada position as of Q2 2024 after selling out during the quarter.
Principle Wealth Partners sold 2,383 Franco-Nevada shares in Q2 2024, an estimated $284K.
Principle Wealth Partners first reported a position in Franco-Nevada in Q4 2022 and held it in 6 quarters.
Principle Wealth Partners's Franco-Nevada position peaked at $625K in Q1 2023.
477 funds tracked by Wall St. Rank held Franco-Nevada as of Q2 2024.

Based on Principle Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.