Valeo Financial Advisors’s Franco-Nevada FNV Stock Holding History

Valeo 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
2021 Q2	–	Sell	-240	Closed	-$30K	–	985
2021 Q1	$30K	Buy	240 +93	+63%	+$11.2K	﹤0.01%	1030
2020 Q4	$18K	Sell	147 -51	-26%	-$6.88K	﹤0.01%	1046
2020 Q3	$28K	Sell	198 -78	-28%	-$11.6K	﹤0.01%	834
2020 Q2	$39K	Sell	276 -9	-3%	-$1.2K	﹤0.01%	814
2020 Q1	$31K	Buy	285 +217	+319%	+$23.6K	﹤0.01%	753
2019 Q4	$7K	Buy	68 +28	+70%	+$2.71K	﹤0.01%	1194
2019 Q3	$4K	Buy	40 +12	+43%	+$1.1K	﹤0.01%	1240
2019 Q2	$2K	Hold	28	–	–	﹤0.01%	1399
2019 Q1	$2K	Hold	28	–	–	﹤0.01%	1350
2018 Q4	$2K	Hold	28	–	–	﹤0.01%	1275
2018 Q3	$2K	Hold	28	–	–	﹤0.01%	1461
2018 Q2	$2K	Hold	28	–	–	﹤0.01%	1337
2018 Q1	$2K	Hold	28	–	–	﹤0.01%	1327
2017 Q4	$2K	Hold	28	–	–	﹤0.01%	1179
2017 Q3	$2K	Buy	+28	New	+$2.15K	﹤0.01%	1014

Other funds holding FNV

Fidelity Investments

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

Massachusetts Financial Services

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

VanEck Associates

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

Fidelity International

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Capital World Investors

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Renaissance Technologies

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