WR Wealth Planners’s Franco-Nevada FNV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$106K	Sell	900 -804	-47%	-$99.4K	0.03%	227
2024 Q3	$212K	Hold	1,704	–	–	0.06%	172
2024 Q2	$202K	Buy	1,704 +200	+13%	+$24.3K	0.06%	168
2024 Q1	$179K	Buy	+1,504	New	+$166K	0.06%	186
2023 Q4	–	Sell	-1,705	Closed	-$228K	–	428
2023 Q3	$228K	Hold	1,705	–	–	0.09%	156
2023 Q2	$243K	Hold	1,705	–	–	0.09%	149
2023 Q1	$249K	Buy	1,705 +700	+70%	+$97.6K	0.11%	137
2022 Q4	$137K	Hold	1,005	–	–	0.08%	119
2022 Q3	$120K	Sell	1,005 -147	-13%	-$18.5K	0.08%	116
2022 Q2	$152K	Hold	1,152	–	–	0.1%	109
2022 Q1	$184K	Buy	+1,152	New	+$166K	0.11%	107

Other funds holding FNV

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

WR Wealth Planners reduced its Franco-Nevada (FNV) stake by 47% in Q4 2024, selling an estimated $99.4K and leaving 900 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #227.

WR Wealth Planners first reported a position in FNV in Q1 2022 and has held it in 11 quarters since. The position peaked at $249K in Q1 2023. 484 funds tracked by Wall St. Rank hold FNV as of Q4 2024.

WR Wealth Planners held 900 shares of Franco-Nevada worth $106K as of Q4 2024.
WR Wealth Planners sold 804 Franco-Nevada shares in Q4 2024, an estimated $99.4K.
Franco-Nevada made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #227 holding.
WR Wealth Planners first reported a position in Franco-Nevada in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Franco-Nevada position peaked at $249K in Q1 2023.
484 funds tracked by Wall St. Rank held Franco-Nevada as of Q4 2024.

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