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Philadelphia Trust Company’s Wheaton Precious Metals WPM Stock Holding History

Philadelphia Trust Company’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
2022
Q3 		– Sell
-55,355
Closed -$1.99M – 229
2022
Q2 		$1.99M Sell
55,355
-14,840
-21% -$644K 0.2% 84
2022
Q1 		$3.34M Buy
+70,195
New +$3.05M 0.26% 78

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Fidelity Investments
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Royal Bank of Canada
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Massachusetts Financial Services
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
VNIM
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Fidelity International
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Philadelphia Trust Company's WPM Position: Q3 2022 in Review

Philadelphia Trust Company sold out of Wheaton Precious Metals (WPM) in Q3 2022, closing a stake of 55,355 shares — an estimated $1.99M sold.

Philadelphia Trust Company first reported a position in WPM in Q1 2022 and held it in 2 quarters. The position peaked at $3.34M in Q1 2022. 462 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

  • Philadelphia Trust Company reported no remaining Wheaton Precious Metals position as of Q3 2022 after selling out during the quarter.
  • Philadelphia Trust Company sold 55,355 Wheaton Precious Metals shares in Q3 2022, an estimated $1.99M.
  • Philadelphia Trust Company first reported a position in Wheaton Precious Metals in Q1 2022 and held it in 2 quarters.
  • Philadelphia Trust Company's Wheaton Precious Metals position peaked at $3.34M in Q1 2022.
  • 462 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on Philadelphia Trust Company's 13F filing for Q3 2022, filed 10 Nov 2022.