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

CarsonAllaria 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
Q3 		– Sell
-45
Closed -$4.04K – 337
2025
Q2 		$4.04K Buy
+45
New +$3.79K ﹤0.01% 294

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First Eagle Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

CarsonAllaria Wealth Management's WPM Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2025, closing a stake of 45 shares — an estimated $4.04K sold.

CarsonAllaria Wealth Management first reported a position in WPM in Q2 2025 and held it in 1 quarter. The position peaked at $4.04K in Q2 2025. 748 funds tracked by Wall St. Rank hold WPM as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 45 Wheaton Precious Metals shares in Q3 2025, an estimated $4.04K.
  • CarsonAllaria Wealth Management first reported a position in Wheaton Precious Metals in Q2 2025 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Wheaton Precious Metals position peaked at $4.04K in Q2 2025.
  • 748 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.