Truist Financial
WRN

Truist Financial’s Western Copper and Gold WRN Stock Holding History

Truist Financial’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
-45,500
Closed -$60.5K – 2755
2023
Q4 		$60.5K Hold
45,500
– – ﹤0.01% 2591
2023
Q3 		$62.1K Buy
+45,500
New +$67.5K ﹤0.01% 2544

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

Truist Financial's WRN Position: Q1 2024 in Review

Truist Financial sold out of Western Copper and Gold (WRN) in Q1 2024, closing a stake of 45,500 shares — an estimated $60.5K sold.

Truist Financial first reported a position in WRN in Q3 2023 and held it in 2 quarters. The position peaked at $62.1K in Q3 2023. 35 funds tracked by Wall St. Rank hold WRN as of Q1 2024.

  • Truist Financial reported no remaining Western Copper and Gold position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 45,500 Western Copper and Gold shares in Q1 2024, an estimated $60.5K.
  • Truist Financial first reported a position in Western Copper and Gold in Q3 2023 and held it in 2 quarters.
  • Truist Financial's Western Copper and Gold position peaked at $62.1K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Western Copper and Gold as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.