TWM
WRN

Tradition Wealth Management’s Western Copper and Gold WRN Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-5,000
Closed -$7K – 1193
2023
Q4 		$7K Hold
5,000
– – ﹤0.01% 1089
2023
Q3 		$7K Hold
5,000
– – ﹤0.01% 1110
2023
Q2 		$8K Hold
5,000
– – ﹤0.01% 1108
2023
Q1 		$9K Buy
+5,000
New +$8.68K ﹤0.01% 1039

Other funds holding WRN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PRWA
Platte River Wealth Advisors Louisville, Colorado $373M AUM 29.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Tradition Wealth Management's WRN Position: Q1 2024 in Review

Tradition Wealth Management sold out of Western Copper and Gold (WRN) in Q1 2024, closing a stake of 5,000 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in WRN in Q1 2023 and held it in 4 quarters. The position peaked at $9K in Q1 2023. 35 funds tracked by Wall St. Rank hold WRN as of Q1 2024.

  • Tradition Wealth Management reported no remaining Western Copper and Gold position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 5,000 Western Copper and Gold shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in Western Copper and Gold in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Western Copper and Gold position peaked at $9K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.