WWP
SA

WR Wealth Planners’s Seabridge Gold SA Stock Holding History

WR Wealth Planners’s Portfolio SA Stock Details SA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$600K Hold
52,580
– – 0.19% 78
2024
Q3 		$883K Buy
52,580
+1,700
+3% +$27.7K 0.25% 65
2024
Q2 		$697K Buy
50,880
+2,000
+4% +$30.3K 0.21% 73
2024
Q1 		$739K Sell
48,880
-140
-0.3% -$1.63K 0.23% 64
2023
Q4 		$595K Sell
49,020
-4,580
-9% -$52.7K 0.22% 85
2023
Q3 		$565K Hold
53,600
– – 0.22% 74
2023
Q2 		$646K Buy
53,600
+4,040
+8% +$54.9K 0.25% 66
2023
Q1 		$642K Buy
+49,560
New +$613K 0.28% 58

Other funds holding SA

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WR Wealth Planners held its Seabridge Gold (SA) position steady in Q4 2024 at 52,580 shares worth $600K. The position accounts for 0.19% of the portfolio, ranked #78.

WR Wealth Planners first reported a position in SA in Q1 2023 and has held it in 8 quarters since. The position peaked at $883K in Q3 2024. 177 funds tracked by Wall St. Rank hold SA as of Q4 2024.

  • WR Wealth Planners held 52,580 shares of Seabridge Gold worth $600K as of Q4 2024.
  • WR Wealth Planners left its Seabridge Gold share count unchanged in Q4 2024.
  • Seabridge Gold made up 0.19% of WR Wealth Planners's portfolio in Q4 2024, its #78 holding.
  • WR Wealth Planners first reported a position in Seabridge Gold in Q1 2023 and has held it in 8 quarters since.
  • WR Wealth Planners's Seabridge Gold position peaked at $883K in Q3 2024.
  • 177 funds tracked by Wall St. Rank held Seabridge Gold as of Q4 2024.

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