Vontobel Holding

Vontobel Holding’s Orla Mining ORLA Stock Holding History

Vontobel Holding’s Portfolio ORLA Stock Details ORLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-66,435	Closed	-$235K	–	1149
2023 Q3	$235K	Hold	66,435	–	–	﹤0.01%	958
2023 Q2	$279K	Sell	66,435 -9,400	-12%	-$41.8K	﹤0.01%	938
2023 Q1	$360K	Hold	75,835	–	–	﹤0.01%	849
2022 Q4	$307K	Buy	75,835 +13,700	+22%	+$49.1K	﹤0.01%	885
2022 Q3	$203K	Buy	62,135 +9,400	+18%	+$28.8K	﹤0.01%	948
2022 Q2	$144K	Hold	52,735	–	–	﹤0.01%	970
2022 Q1	$252K	Buy	52,735 +27,740	+111%	+$111K	﹤0.01%	945
2021 Q4	$96K	Hold	24,995	–	–	﹤0.01%	1028
2021 Q3	$82K	Hold	24,995	–	–	﹤0.01%	1113
2021 Q2	$103K	Hold	24,995	–	–	﹤0.01%	1078
2021 Q1	$93K	Hold	24,995	–	–	﹤0.01%	951
2020 Q4	$135K	Buy	+24,995	New	+$129K	﹤0.01%	922

Other funds holding ORLA

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Fidelity Investments

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

VanEck Associates

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources

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

Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Royal Bank of Canada

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

Bank of Montreal

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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return