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WealthPlan Investment Management’s Agnico Eagle Mines AEM Stock Holding History

WealthPlan Investment Management’s Portfolio AEM Stock Details AEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-344
Closed -$17.2K – 170
2023
Q2 		$17.2K Buy
+344
New +$18.6K 0.01% 256

Other funds holding AEM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WealthPlan Investment Management's AEM Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Agnico Eagle Mines (AEM) in Q3 2023, closing a stake of 344 shares — an estimated $17.2K sold.

WealthPlan Investment Management first reported a position in AEM in Q2 2023 and held it in 1 quarter. The position peaked at $17.2K in Q2 2023. 563 funds tracked by Wall St. Rank hold AEM as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Agnico Eagle Mines position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 344 Agnico Eagle Mines shares in Q3 2023, an estimated $17.2K.
  • WealthPlan Investment Management first reported a position in Agnico Eagle Mines in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Agnico Eagle Mines position peaked at $17.2K in Q2 2023.
  • 563 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.