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WealthSource Partners’s Agnico Eagle Mines AEM Stock Holding History

WealthSource Partners’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
Q1 		– Sell
-4,797
Closed -$249K – 491
2022
Q4 		$249K Buy
+4,797
New +$226K 0.02% 430
2022
Q2 		– Sell
-3,797
Closed -$233K – 514
2022
Q1 		$233K Sell
3,797
-203
-5% -$11K 0.02% 510
2021
Q4 		$213K Buy
+4,000
New +$213K 0.02% 514

Other funds holding AEM

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
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 $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

WealthSource Partners's AEM Position: Q1 2023 in Review

WealthSource Partners sold out of Agnico Eagle Mines (AEM) in Q1 2023, closing a stake of 4,797 shares — an estimated $249K sold.

WealthSource Partners first reported a position in AEM in Q4 2021 and held it in 3 quarters. The position peaked at $249K in Q4 2022. 559 funds tracked by Wall St. Rank hold AEM as of Q1 2023.

  • WealthSource Partners reported no remaining Agnico Eagle Mines position as of Q1 2023 after selling out during the quarter.
  • WealthSource Partners sold 4,797 Agnico Eagle Mines shares in Q1 2023, an estimated $249K.
  • WealthSource Partners first reported a position in Agnico Eagle Mines in Q4 2021 and held it in 3 quarters.
  • WealthSource Partners's Agnico Eagle Mines position peaked at $249K in Q4 2022.
  • 559 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q1 2023.

Based on WealthSource Partners's 13F filing for Q1 2023, filed 15 May 2023.