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All Terrain Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

All Terrain Financial Advisors’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,300
Closed -$113K – 102
2023
Q4 		$113K Buy
+2,300
New +$104K 0.04% 89

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VanEck Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

All Terrain Financial Advisors's WPM Position: Q1 2024 in Review

All Terrain Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 2,300 shares — an estimated $113K sold.

All Terrain Financial Advisors first reported a position in WPM in Q4 2023 and held it in 1 quarter. The position peaked at $113K in Q4 2023. 519 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

  • All Terrain Financial Advisors reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
  • All Terrain Financial Advisors sold 2,300 Wheaton Precious Metals shares in Q1 2024, an estimated $113K.
  • All Terrain Financial Advisors first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 1 quarter.
  • All Terrain Financial Advisors's Wheaton Precious Metals position peaked at $113K in Q4 2023.
  • 519 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on All Terrain Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.