Loring Wolcott & Coolidge Fiduciary Advisors’s Wheaton Precious Metals WPM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q1	–	Sell	-10,612	Closed	-$497K	–	593
2023 Q4	$497K	Sell	10,612 -601	-5%	-$27.2K	﹤0.01%	198
2023 Q3	$485K	Buy	11,213 +258	+2%	+$11.1K	0.01%	196
2023 Q2	$473K	Buy	+10,955	New	+$521K	0.01%	214

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WPM Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 10,612 shares — an estimated $497K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WPM in Q2 2023 and held it in 3 quarters. The position peaked at $497K in Q4 2023. 518 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 10,612 Wheaton Precious Metals shares in Q1 2024, an estimated $497K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Wheaton Precious Metals in Q2 2023 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Wheaton Precious Metals position peaked at $497K in Q4 2023.
518 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.