WR Wealth Planners’s First Majestic Silver AG Stock Holding History

WR Wealth Planners’s Portfolio AG Stock Details AG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$93.9K	Buy	17,100 +1,000	+6%	+$6.46K	0.03%	240
2024 Q3	$96.6K	Sell	16,100 -2,000	-11%	-$11.6K	0.03%	267
2024 Q2	$107K	Hold	18,100	–	–	0.03%	243
2024 Q1	$106K	Hold	18,100	–	–	0.03%	246
2023 Q4	$111K	Hold	18,100	–	–	0.04%	176
2023 Q3	$92.9K	Hold	18,100	–	–	0.04%	250
2023 Q2	$102K	Hold	18,100	–	–	0.04%	239
2023 Q1	$131K	Buy	+18,100	New	+$133K	0.06%	209

Other funds holding AG

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's AG Position: Q4 2024 in Review

WR Wealth Planners increased its First Majestic Silver (AG) stake by 6.2% in Q4 2024, buying an estimated $6.46K and bringing the position to 17,100 shares worth $93.9K. The position accounts for 0.03% of the portfolio, ranked #240.

WR Wealth Planners first reported a position in AG in Q1 2023 and has held it in 8 quarters since. The position peaked at $131K in Q1 2023. 216 funds tracked by Wall St. Rank hold AG as of Q4 2024.

WR Wealth Planners held 17,100 shares of First Majestic Silver worth $93.9K as of Q4 2024.
WR Wealth Planners bought 1,000 First Majestic Silver shares in Q4 2024, an estimated $6.46K.
First Majestic Silver made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #240 holding.
WR Wealth Planners first reported a position in First Majestic Silver in Q1 2023 and has held it in 8 quarters since.
WR Wealth Planners's First Majestic Silver position peaked at $131K in Q1 2023.
216 funds tracked by Wall St. Rank held First Majestic Silver as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.