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WR Wealth Planners’s Alamos Gold AGI Stock Holding History

WR Wealth Planners’s Portfolio AGI Stock Details AGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,900
Closed -$28K – 1144
2024
Q1 		$28K Buy
+1,900
New +$24K 0.01% 403
2023
Q4 		– Sell
-1,900
Closed -$21.5K – 206
2023
Q3 		$21.5K Hold
1,900
– – 0.01% 416
2023
Q2 		$22.6K Hold
1,900
– – 0.01% 413
2023
Q1 		$23.2K Buy
+1,900
New +$20.6K 0.01% 407

Other funds holding AGI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

WR Wealth Planners's AGI Position: Q2 2024 in Review

WR Wealth Planners sold out of Alamos Gold (AGI) in Q2 2024, closing a stake of 1,900 shares — an estimated $28K sold.

WR Wealth Planners first reported a position in AGI in Q1 2023 and held it in 4 quarters. The position peaked at $28K in Q1 2024. 309 funds tracked by Wall St. Rank hold AGI as of Q2 2024.

  • WR Wealth Planners reported no remaining Alamos Gold position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 1,900 Alamos Gold shares in Q2 2024, an estimated $28K.
  • WR Wealth Planners first reported a position in Alamos Gold in Q1 2023 and held it in 4 quarters.
  • WR Wealth Planners's Alamos Gold position peaked at $28K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.