Colonial Trust Advisors’s Wheaton Precious Metals WPM Stock Holding History

Colonial Trust 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	-300	Closed	-$18.3K	–	790
2024 Q3	$18.3K	Hold	300	–	–	﹤0.01%	459
2024 Q2	$15.7K	Hold	300	–	–	﹤0.01%	464
2024 Q1	$14.1K	Hold	300	–	–	﹤0.01%	534
2023 Q4	$14.8K	Hold	300	–	–	﹤0.01%	458
2023 Q3	$12.2K	Hold	300	–	–	﹤0.01%	487
2023 Q2	$13K	Hold	300	–	–	﹤0.01%	486
2023 Q1	$14.4K	Hold	300	–	–	﹤0.01%	465
2022 Q4	$11.7K	Buy	+300	New	+$10.8K	﹤0.01%	484

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Colonial Trust Advisors's WPM Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 300 shares — an estimated $18.3K sold.

Colonial Trust Advisors first reported a position in WPM in Q4 2022 and held it in 8 quarters. The position peaked at $18.3K in Q3 2024. 628 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

Colonial Trust Advisors reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
Colonial Trust Advisors sold 300 Wheaton Precious Metals shares in Q4 2024, an estimated $18.3K.
Colonial Trust Advisors first reported a position in Wheaton Precious Metals in Q4 2022 and held it in 8 quarters.
Colonial Trust Advisors's Wheaton Precious Metals position peaked at $18.3K in Q3 2024.
628 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.