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Lee, Danner & Bass’s Wheaton Precious Metals WPM Stock Holding History

Lee, Danner & Bass’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
-20
Closed -$1.13K – 709
2024
Q4 		$1.13K Buy
+20
New +$1.24K ﹤0.01% 707

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Vanguard Group
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Fidelity Investments
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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

Lee, Danner & Bass's WPM Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Wheaton Precious Metals (WPM) in Q1 2025, closing a stake of 20 shares — an estimated $1.13K sold.

Lee, Danner & Bass first reported a position in WPM in Q4 2024 and held it in 1 quarter. The position peaked at $1.13K in Q4 2024. 664 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Wheaton Precious Metals position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 20 Wheaton Precious Metals shares in Q1 2025, an estimated $1.13K.
  • Lee, Danner & Bass first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Wheaton Precious Metals position peaked at $1.13K in Q4 2024.
  • 664 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.