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Guardian Capital Advisors (Canada)’s Wheaton Precious Metals WPM Stock Holding History

Guardian Capital Advisors (Canada)’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 		$596K Sell
9,750
-34,450
-78% -$2.05M 0.06% 127
2024
Q2 		$2.57M Buy
44,200
+3,650
+9% +$195K 0.27% 81
2024
Q1 		$2.16M Sell
40,550
-14,905
-27% -$673K 0.23% 85
2023
Q4 		$2.69M Buy
55,455
+46,435
+515% +$2.1M 0.28% 82
2023
Q3 		$377K Sell
9,020
-1,000
-10% -$43.1K 0.04% 138
2023
Q2 		$430K Sell
10,020
-50
-0.5% -$2.38K 0.05% 127
2023
Q1 		$508K Buy
10,070
+1,065
+12% +$46.6K 0.06% 112
2022
Q4 		$391K Buy
9,005
+1,000
+12% +$36.2K 0.04% 126
2022
Q3 		$258K Sell
8,005
-2,000
-20% -$65.7K 0.03% 137
2022
Q2 		$346K Buy
10,005
+1,886
+23% +$81.9K 0.04% 136
2022
Q1 		$412K Sell
8,119
-2,856
-26% -$124K 0.04% 135
2021
Q4 		$438K Buy
10,975
+1,405
+15% +$57.9K 0.04% 139
2021
Q3 		$355K Sell
9,570
-25
-0.3% -$1.09K 0.04% 144
2021
Q2 		$430K Buy
9,595
+2,210
+30% +$98.3K 0.04% 141
2021
Q1 		$293K Buy
7,385
+1,039
+16% +$41.2K 0.03% 152
2020
Q4 		$286K Buy
6,346
+431
+7% +$19.2K 0.04% 152
2020
Q3 		$296K Sell
5,915
-1,305
-18% -$66.5K 0.05% 141
2020
Q2 		$326K Buy
+7,220
New +$284K 0.06% 117
2014
Q3 		– Sell
-29,200
Closed -$773K – 179
2014
Q2 		$773K Buy
29,200
+1,800
+7% +$40.3K 0.14% 108
2014
Q1 		$626K Sell
27,400
-1,100
-4% -$25.9K 0.12% 116
2013
Q4 		$633K Buy
28,500
+2,850
+11% +$61.9K 0.12% 116
2013
Q3 		$626K Sell
25,650
-400
-2% -$9.51K 0.13% 114
2013
Q2 		$508K Buy
+26,050
New +$620K 0.14% 102

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s WPM Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) reduced its Wheaton Precious Metals (WPM) stake by 78% in Q3 2024, selling an estimated $2.05M and leaving 9,750 shares worth $596K. The position accounts for 0.06% of the portfolio, ranked #127.

Guardian Capital Advisors (Canada) first reported a position in WPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.69M in Q4 2023. 605 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 9,750 shares of Wheaton Precious Metals worth $596K as of Q3 2024.
  • Guardian Capital Advisors (Canada) sold 34,450 Wheaton Precious Metals shares in Q3 2024, an estimated $2.05M.
  • Wheaton Precious Metals made up 0.06% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #127 holding.
  • Guardian Capital Advisors (Canada) first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 23 quarters since.
  • Guardian Capital Advisors (Canada)'s Wheaton Precious Metals position peaked at $2.69M in Q4 2023.
  • 605 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.