Bison Wealth’s Wheaton Precious Metals WPM Stock Holding History

Bison Wealth’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 Q4	–	Sell	-4,466	Closed	-$273K	–	440
2024 Q3	$273K	Buy	+4,466	New	+$266K	0.04%	339

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bison Wealth's WPM Position: Q4 2024 in Review

Bison Wealth sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 4,466 shares — an estimated $273K sold.

Bison Wealth first reported a position in WPM in Q3 2024 and held it in 1 quarter. The position peaked at $273K in Q3 2024. 626 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

Bison Wealth reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
Bison Wealth sold 4,466 Wheaton Precious Metals shares in Q4 2024, an estimated $273K.
Bison Wealth first reported a position in Wheaton Precious Metals in Q3 2024 and held it in 1 quarter.
Bison Wealth's Wheaton Precious Metals position peaked at $273K in Q3 2024.
626 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.