United Capital Financial Advisors’s Franco-Nevada FNV Stock Holding History

United Capital Financial Advisors’s Portfolio FNV Stock Details FNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,049	Closed	-$292K	–	858
2023 Q2	$292K	Sell	2,049 -7,500	-79%	-$1.13M	﹤0.01%	774
2023 Q1	$1.39M	Sell	9,549 -733	-7%	-$102K	0.01%	511
2022 Q4	$1.4M	Sell	10,282 -150	-1%	-$19.8K	0.01%	551
2022 Q3	$1.25M	Hold	10,432	–	–	0.01%	565
2022 Q2	$1.37M	Hold	10,432	–	–	0.01%	565
2022 Q1	$1.66M	Hold	10,432	–	–	0.01%	557
2021 Q4	$1.44M	Sell	10,432 -119	-1%	-$16.4K	0.01%	607
2021 Q3	$1.37M	Sell	10,551 -3	-0%	-$440	0.01%	601
2021 Q2	$1.53M	Buy	10,554 +1,125	+12%	+$163K	0.01%	593
2021 Q1	$1.18M	Sell	9,429 -667	-7%	-$80.3K	0.01%	622
2020 Q4	$1.26M	Buy	10,096 +144	+1%	+$19.4K	0.01%	614
2020 Q3	$1.39M	Buy	9,952 +1,353	+16%	+$201K	0.01%	582
2020 Q2	$1.2M	Buy	8,599 +17	+0.2%	+$2.26K	0.01%	612
2020 Q1	$854K	Sell	8,582 -933	-10%	-$101K	0.01%	671
2019 Q4	$983K	Buy	9,515 +1,030	+12%	+$99.6K	0.01%	789
2019 Q3	$773K	Sell	8,485 -609	-7%	-$55.8K	0.01%	822
2019 Q2	$759K	Buy	+9,094	New	+$687K	0.01%	899

Other funds holding FNV

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

United Capital Financial Advisors's FNV Position: Q3 2023 in Review

United Capital Financial Advisors sold out of Franco-Nevada (FNV) in Q3 2023, closing a stake of 2,049 shares — an estimated $292K sold.

United Capital Financial Advisors first reported a position in FNV in Q2 2019 and held it in 17 quarters. The position peaked at $1.66M in Q1 2022. 491 funds tracked by Wall St. Rank hold FNV as of Q3 2023.

United Capital Financial Advisors reported no remaining Franco-Nevada position as of Q3 2023 after selling out during the quarter.
United Capital Financial Advisors sold 2,049 Franco-Nevada shares in Q3 2023, an estimated $292K.
United Capital Financial Advisors first reported a position in Franco-Nevada in Q2 2019 and held it in 17 quarters.
United Capital Financial Advisors's Franco-Nevada position peaked at $1.66M in Q1 2022.
491 funds tracked by Wall St. Rank held Franco-Nevada as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.