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Clear Point Advisors’s Wheaton Precious Metals WPM Stock Holding History

Clear Point 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
-200
Closed -$12.2K – 533
2024
Q3 		$12.2K Hold
200
– – 0.01% 319
2024
Q2 		$10.5K Hold
200
– – 0.01% 329
2024
Q1 		$9.43K Hold
200
– – 0.01% 338
2023
Q4 		$9.87K Buy
+200
New +$9.05K 0.01% 319

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First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Clear Point Advisors's WPM Position: Q4 2024 in Review

Clear Point Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 200 shares — an estimated $12.2K sold.

Clear Point Advisors first reported a position in WPM in Q4 2023 and held it in 4 quarters. The position peaked at $12.2K in Q3 2024. 627 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

  • Clear Point Advisors reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 200 Wheaton Precious Metals shares in Q4 2024, an estimated $12.2K.
  • Clear Point Advisors first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Wheaton Precious Metals position peaked at $12.2K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.