United Capital Management of KS’s Western Copper and Gold WRN Stock Holding History

United Capital Management of KS’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
2023 Q4	–	Sell	-15,466	Closed	-$21.1K	–	80
2023 Q3	$21.1K	Hold	15,466	–	–	0.01%	73
2023 Q2	$23.7K	Sell	15,466 -2,255	-13%	-$3.79K	0.01%	79
2023 Q1	$32.4K	Hold	17,721	–	–	0.01%	83
2022 Q4	$31.5K	Hold	17,721	–	–	0.01%	81
2022 Q3	$23K	Buy	17,721 +400	+2%	+$531	0.01%	83
2022 Q2	$23K	Hold	17,321	–	–	0.01%	82
2022 Q1	$41K	Buy	+17,321	New	+$29.8K	0.02%	90
2021 Q1	–	Sell	-30,215	Closed	-$37K	–	96
2020 Q4	$37K	Buy	+30,215	New	+$36.1K	0.02%	92

Other funds holding WRN

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

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

United Capital Management of KS's WRN Position: Q4 2023 in Review

United Capital Management of KS sold out of Western Copper and Gold (WRN) in Q4 2023, closing a stake of 15,466 shares — an estimated $21.1K sold.

United Capital Management of KS first reported a position in WRN in Q4 2020 and held it in 8 quarters. The position peaked at $41K in Q1 2022. 36 funds tracked by Wall St. Rank hold WRN as of Q4 2023.

United Capital Management of KS reported no remaining Western Copper and Gold position as of Q4 2023 after selling out during the quarter.
United Capital Management of KS sold 15,466 Western Copper and Gold shares in Q4 2023, an estimated $21.1K.
United Capital Management of KS first reported a position in Western Copper and Gold in Q4 2020 and held it in 8 quarters.
United Capital Management of KS's Western Copper and Gold position peaked at $41K in Q1 2022.
36 funds tracked by Wall St. Rank held Western Copper and Gold as of Q4 2023.

Based on United Capital Management of KS's 13F filing for Q4 2023, filed 25 Jan 2024.