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Kestra Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-947
Closed -$53.2K – 1422
2024
Q4 		$53.2K Buy
+947
New +$58.7K ﹤0.01% 519

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
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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

Kestra Investment Management's WPM Position: Q1 2025 in Review

Kestra Investment Management sold out of Wheaton Precious Metals (WPM) in Q1 2025, closing a stake of 947 shares — an estimated $53.2K sold.

Kestra Investment Management first reported a position in WPM in Q4 2024 and held it in 1 quarter. The position peaked at $53.2K in Q4 2024. 665 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

  • Kestra Investment Management reported no remaining Wheaton Precious Metals position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 947 Wheaton Precious Metals shares in Q1 2025, an estimated $53.2K.
  • Kestra Investment Management first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Wheaton Precious Metals position peaked at $53.2K in Q4 2024.
  • 665 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.