Evelyn Partners Investment Management Services’s Perpetua Resources PPTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$56.7K Hold
2,014
0.01% 174
2025
Q4
$48.8K Hold
2,014
0.01% 176
2025
Q3
$40.7K Hold
2,014
0.01% 194
2025
Q2
$24.5K Hold
2,014
﹤0.01% 199
2025
Q1
$21.5K Hold
2,014
﹤0.01% 204
2024
Q4
$21.5K Buy
+2,014
New +$20.7K ﹤0.01% 208

Other funds holding PPTA

Evelyn Partners Investment Management Services's PPTA Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Perpetua Resources (PPTA) position steady in Q1 2026 at 2,014 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #174.

Evelyn Partners Investment Management Services first reported a position in PPTA in Q4 2024 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold PPTA as of Q1 2026.

  • Evelyn Partners Investment Management Services held 2,014 shares of Perpetua Resources worth $56.7K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Perpetua Resources share count unchanged in Q1 2026.
  • Perpetua Resources made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #174 holding.
  • Evelyn Partners Investment Management Services first reported a position in Perpetua Resources in Q4 2024 and has held it in 6 quarters since.
  • 267 funds tracked by Wall St. Rank held Perpetua Resources as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.