Raymond James Financial Services Advisors’s Western Copper and Gold WRN Stock Holding History

Raymond James Financial Services 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	$63.3K	Hold	52,753	–	–	﹤0.01%	3349
2024 Q2	$60.7K	Hold	52,753	–	–	﹤0.01%	3288
2024 Q1	$80.7K	Hold	52,753	–	–	﹤0.01%	3248
2023 Q4	$70.2K	Buy	52,753 +41,753	+380%	+$53.2K	﹤0.01%	3162
2023 Q3	$15K	Buy	+11,000	New	+$16.3K	﹤0.01%	3208
2022 Q3	–	Sell	-11,511	Closed	-$15K	–	3412
2022 Q2	$15K	Hold	11,511	–	–	﹤0.01%	3189
2022 Q1	$27K	Hold	11,511	–	–	﹤0.01%	3243
2021 Q4	$18K	Hold	11,511	–	–	﹤0.01%	3248
2021 Q3	$17K	Hold	11,511	–	–	﹤0.01%	3248
2021 Q2	$23K	Hold	11,511	–	–	﹤0.01%	3246
2021 Q1	$14K	Sell	11,511 -2,000	-15%	-$2.73K	﹤0.01%	3149
2020 Q4	$17K	Buy	+13,511	New	+$16.1K	﹤0.01%	2960

Other funds holding WRN

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

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

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

PRWA

Platte River Wealth Advisors Louisville, Colorado $373M AUM 29.72% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's WRN Position: Q3 2024 in Review

Raymond James Financial Services Advisors held its Western Copper and Gold (WRN) position steady in Q3 2024 at 52,753 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

Raymond James Financial Services Advisors first reported a position in WRN in Q4 2020 and has held it in 12 quarters since. The position peaked at $80.7K in Q1 2024. 44 funds tracked by Wall St. Rank hold WRN as of Q3 2024.

Raymond James Financial Services Advisors held 52,753 shares of Western Copper and Gold worth $63.3K as of Q3 2024.
Raymond James Financial Services Advisors left its Western Copper and Gold share count unchanged in Q3 2024.
Western Copper and Gold made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3349 holding.
Raymond James Financial Services Advisors first reported a position in Western Copper and Gold in Q4 2020 and has held it in 12 quarters since.
Raymond James Financial Services Advisors's Western Copper and Gold position peaked at $80.7K in Q1 2024.
44 funds tracked by Wall St. Rank held Western Copper and Gold as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.