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WR Wealth Planners’s OR Royalties Inc OR Stock Holding History

WR Wealth Planners’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-800
Closed -$12.5K – 1190
2024
Q2 		$12.5K Sell
800
-1,200
-60% -$19.4K ﹤0.01% 552
2024
Q1 		$32.8K Buy
+2,000
New +$29.6K 0.01% 383
2023
Q4 		– Sell
-2,000
Closed -$23.5K – 636
2023
Q3 		$23.5K Hold
2,000
– – 0.01% 405
2023
Q2 		$30.7K Hold
2,000
– – 0.01% 380
2023
Q1 		$31.6K Buy
+2,000
New +$27K 0.01% 380

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

WR Wealth Planners's OR Position: Q3 2024 in Review

WR Wealth Planners sold out of OR Royalties Inc (OR) in Q3 2024, closing a stake of 800 shares — an estimated $12.5K sold.

WR Wealth Planners first reported a position in OR in Q1 2023 and held it in 5 quarters. The position peaked at $32.8K in Q1 2024. 176 funds tracked by Wall St. Rank hold OR as of Q3 2024.

  • WR Wealth Planners reported no remaining OR Royalties Inc position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 800 OR Royalties Inc shares in Q3 2024, an estimated $12.5K.
  • WR Wealth Planners first reported a position in OR Royalties Inc in Q1 2023 and held it in 5 quarters.
  • WR Wealth Planners's OR Royalties Inc position peaked at $32.8K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.