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WR Wealth Planners’s Eldorado Gold EGO Stock Holding History

WR Wealth Planners’s Portfolio EGO Stock Details EGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$29.7K Hold
2,000
– – 0.01% 391
2024
Q3 		$34.7K Hold
2,000
– – 0.01% 388
2024
Q2 		$29.6K Hold
2,000
– – 0.01% 394
2024
Q1 		$28.1K Buy
+2,000
New +$24.3K 0.01% 402
2023
Q4 		– Sell
-2,000
Closed -$17.8K – 375
2023
Q3 		$17.8K Hold
2,000
– – 0.01% 447
2023
Q2 		$20.2K Hold
2,000
– – 0.01% 432
2023
Q1 		$20.7K Buy
+2,000
New +$18.6K 0.01% 422

Other funds holding EGO

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WR Wealth Planners held its Eldorado Gold (EGO) position steady in Q4 2024 at 2,000 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #391.

WR Wealth Planners first reported a position in EGO in Q1 2023 and has held it in 7 quarters since. The position peaked at $34.7K in Q3 2024. 182 funds tracked by Wall St. Rank hold EGO as of Q4 2024.

  • WR Wealth Planners held 2,000 shares of Eldorado Gold worth $29.7K as of Q4 2024.
  • WR Wealth Planners left its Eldorado Gold share count unchanged in Q4 2024.
  • Eldorado Gold made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #391 holding.
  • WR Wealth Planners first reported a position in Eldorado Gold in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Eldorado Gold position peaked at $34.7K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Eldorado Gold as of Q4 2024.

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