Avior Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-614	Closed	-$34.5K	–	2347
2024 Q4	$34.5K	Sell	614 -45	-7%	-$2.79K	﹤0.01%	1267
2024 Q3	$40.3K	Buy	659 +50	+8%	+$2.97K	﹤0.01%	1198
2024 Q2	$31.9K	Buy	609 +45	+8%	+$2.41K	﹤0.01%	1239
2024 Q1	$26.6K	Buy	564 +109	+24%	+$4.92K	﹤0.01%	1485
2023 Q4	$22.5K	Buy	455 +15	+3%	+$679	﹤0.01%	867
2023 Q3	$17.8K	Hold	440	–	–	﹤0.01%	960
2023 Q2	$19K	Hold	440	–	–	﹤0.01%	936
2023 Q1	$21.2K	Sell	440 -352	-44%	-$15.4K	﹤0.01%	935
2022 Q4	$31K	Buy	792 +280	+55%	+$10.1K	﹤0.01%	695
2022 Q3	$16K	Buy	512 +160	+45%	+$5.25K	﹤0.01%	780
2022 Q2	$12K	Hold	352	–	–	﹤0.01%	751
2022 Q1	$16K	Hold	352	–	–	﹤0.01%	757
2021 Q4	$15K	Hold	352	–	–	﹤0.01%	758
2021 Q3	$13K	Hold	352	–	–	﹤0.01%	737
2021 Q2	$15K	Hold	352	–	–	﹤0.01%	692
2021 Q1	$13K	Hold	352	–	–	﹤0.01%	726
2020 Q4	$14K	Hold	352	–	–	﹤0.01%	668
2020 Q3	$17K	Buy	+352	New	+$17.9K	﹤0.01%	626

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Avior Wealth Management's WPM Position: Q1 2025 in Review

Avior Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2025, closing a stake of 614 shares — an estimated $34.5K sold.

Avior Wealth Management first reported a position in WPM in Q3 2020 and held it in 18 quarters. The position peaked at $40.3K in Q3 2024. 664 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

Avior Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 614 Wheaton Precious Metals shares in Q1 2025, an estimated $34.5K.
Avior Wealth Management first reported a position in Wheaton Precious Metals in Q3 2020 and held it in 18 quarters.
Avior Wealth Management's Wheaton Precious Metals position peaked at $40.3K in Q3 2024.
664 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.