Atlas Capital Advisors’s Wheaton Precious Metals WPM Stock Holding History

Atlas Capital 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
2023 Q2	–	Sell	-733	Closed	-$35.3K	–	934
2023 Q1	$35.3K	Hold	733	–	–	0.01%	614
2022 Q4	$28.6K	Buy	+733	New	+$26.5K	﹤0.01%	622
2022 Q3	–	Sell	-618	Closed	-$22.3K	–	1014
2022 Q2	$22.3K	Buy	+618	New	+$26.8K	﹤0.01%	666

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Atlas Capital Advisors's WPM Position: Q2 2023 in Review

Atlas Capital Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2023, closing a stake of 733 shares — an estimated $35.3K sold.

Atlas Capital Advisors first reported a position in WPM in Q2 2022 and held it in 3 quarters. The position peaked at $35.3K in Q1 2023. 509 funds tracked by Wall St. Rank hold WPM as of Q2 2023.

Atlas Capital Advisors reported no remaining Wheaton Precious Metals position as of Q2 2023 after selling out during the quarter.
Atlas Capital Advisors sold 733 Wheaton Precious Metals shares in Q2 2023, an estimated $35.3K.
Atlas Capital Advisors first reported a position in Wheaton Precious Metals in Q2 2022 and held it in 3 quarters.
Atlas Capital Advisors's Wheaton Precious Metals position peaked at $35.3K in Q1 2023.
509 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.