SWM
ORLA

Spire Wealth Management’s Orla Mining ORLA Stock Holding History

Spire Wealth Management’s Portfolio ORLA Stock Details ORLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-189
Closed -$1K – 2565
2022
Q4 		$1K Buy
189
+11
+6% +$39 ﹤0.01% 2228
2022
Q3 		$1K Buy
+178
New +$546 ﹤0.01% 2114

Other funds holding ORLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Spire Wealth Management's ORLA Position: Q1 2023 in Review

Spire Wealth Management sold out of Orla Mining (ORLA) in Q1 2023, closing a stake of 189 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in ORLA in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 83 funds tracked by Wall St. Rank hold ORLA as of Q1 2023.

  • Spire Wealth Management reported no remaining Orla Mining position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 189 Orla Mining shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in Orla Mining in Q3 2022 and held it in 2 quarters.
  • Spire Wealth Management's Orla Mining position peaked at $1K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Orla Mining as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.