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

FinTrust Capital 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 Q3	$23.2K	Hold	380	–	–	﹤0.01%	774
2024 Q2	$19.9K	Hold	380	–	–	﹤0.01%	766
2024 Q1	$17.9K	Hold	380	–	–	﹤0.01%	756
2023 Q4	$18.8K	Sell	380 -106	-22%	-$4.8K	﹤0.01%	708
2023 Q3	$19.7K	Hold	486	–	–	﹤0.01%	660
2023 Q2	$19K	Hold	486	–	–	﹤0.01%	660
2023 Q1	$19K	Hold	486	–	–	﹤0.01%	657
2022 Q4	$19K	Hold	486	–	–	﹤0.01%	655
2022 Q3	$15K	Hold	486	–	–	﹤0.01%	786
2022 Q2	$16K	Hold	486	–	–	﹤0.01%	781
2022 Q1	$23K	Hold	486	–	–	0.01%	741
2021 Q4	$21K	Sell	486 -1,600	-77%	-$65.9K	0.01%	741
2021 Q3	$78K	Sell	2,086 -1,700	-45%	-$74.1K	0.02%	471
2021 Q2	$167K	Hold	3,786	–	–	0.04%	316
2021 Q1	$144K	Hold	3,786	–	–	0.04%	332
2020 Q4	$161K	Sell	3,786 -6,022	-61%	-$269K	0.05%	285
2020 Q3	$481K	Buy	9,808 +822	+9%	+$41.9K	0.09%	118
2020 Q2	$395K	Buy	8,986 +7,480	+497%	+$294K	0.16%	127
2020 Q1	$41K	Hold	1,506	–	–	0.02%	481
2019 Q4	$45K	Buy	1,506 +106	+8%	+$2.9K	0.02%	461
2019 Q3	$37K	Hold	1,400	–	–	0.01%	516
2019 Q2	$34K	Sell	1,400 -40	-3%	-$887	0.01%	492
2019 Q1	$34K	Buy	1,440 +15	+1%	+$319	0.01%	469
2018 Q4	$27K	Buy	+1,425	New	+$24.3K	0.01%	522

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FinTrust Capital Advisors's WPM Position: Q3 2024 in Review

FinTrust Capital Advisors held its Wheaton Precious Metals (WPM) position steady in Q3 2024 at 380 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

FinTrust Capital Advisors first reported a position in WPM in Q4 2018 and has held it in 24 quarters since. The position peaked at $481K in Q3 2020. 605 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

FinTrust Capital Advisors held 380 shares of Wheaton Precious Metals worth $23.2K as of Q3 2024.
FinTrust Capital Advisors left its Wheaton Precious Metals share count unchanged in Q3 2024.
Wheaton Precious Metals made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #774 holding.
FinTrust Capital Advisors first reported a position in Wheaton Precious Metals in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Wheaton Precious Metals position peaked at $481K in Q3 2020.
605 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.