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

Capital Performance 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
Q4 		– Sell
-1,845
Closed -$113K – 2705
2024
Q3 		$113K Buy
+1,845
New +$110K 0.03% 179

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
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TD Asset Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Performance Advisors's WPM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 1,845 shares — an estimated $113K sold.

Capital Performance Advisors first reported a position in WPM in Q3 2024 and held it in 1 quarter. The position peaked at $113K in Q3 2024. 628 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,845 Wheaton Precious Metals shares in Q4 2024, an estimated $113K.
  • Capital Performance Advisors first reported a position in Wheaton Precious Metals in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Wheaton Precious Metals position peaked at $113K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.