Total Wealth Planning & Management’s Agnico Eagle Mines AEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,988
Closed -$1.19M 218
2025
Q1
$1.19M Buy
10,988
+3,402
+45% +$325K 1.13% 19
2024
Q4
$593K Buy
+7,586
New +$625K 0.54% 54

Other funds holding AEM

Total Wealth Planning & Management's AEM Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of Agnico Eagle Mines (AEM) in Q2 2025, closing a stake of 10,988 shares — an estimated $1.19M sold.

Total Wealth Planning & Management first reported a position in AEM in Q4 2024 and held it in 2 quarters. The position peaked at $1.19M in Q1 2025. 893 funds tracked by Wall St. Rank hold AEM as of Q2 2025.

  • Total Wealth Planning & Management reported no remaining Agnico Eagle Mines position as of Q2 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 10,988 Agnico Eagle Mines shares in Q2 2025, an estimated $1.19M.
  • Total Wealth Planning & Management first reported a position in Agnico Eagle Mines in Q4 2024 and held it in 2 quarters.
  • Total Wealth Planning & Management's Agnico Eagle Mines position peaked at $1.19M in Q1 2025.
  • 893 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.