Sandy Spring Bank’s Wheaton Precious Metals WPM Stock Holding History

Sandy Spring Bank’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	$198K	Hold	2,550	–	–	0.01%	366
2024 Q4	$143K	Sell	2,550 -105	-4%	-$6.5K	0.01%	409
2024 Q3	$162K	Sell	2,655 -126	-5%	-$7.49K	0.01%	404
2024 Q2	$146K	Hold	2,781	–	–	0.01%	404
2024 Q1	$131K	Hold	2,781	–	–	0.01%	414
2023 Q4	$137K	Hold	2,781	–	–	0.01%	408
2023 Q3	$113K	Sell	2,781 -126	-4%	-$5.43K	0.01%	422
2023 Q2	$126K	Sell	2,907 -1,100	-27%	-$52.3K	0.01%	416
2023 Q1	$193K	Sell	4,007 -500	-11%	-$21.9K	0.01%	343
2022 Q4	$176K	Buy	4,507 +126	+3%	+$4.55K	0.01%	352
2022 Q3	$141K	Sell	4,381 -524	-11%	-$17.2K	0.01%	362
2022 Q2	$177K	Hold	4,905	–	–	0.01%	338
2022 Q1	$233K	Hold	4,905	–	–	0.01%	317
2021 Q4	$211K	Hold	4,905	–	–	0.01%	330
2021 Q3	$184K	Buy	4,905 +3,350	+215%	+$146K	0.01%	338
2021 Q2	$69K	Buy	1,555 +105	+7%	+$4.67K	﹤0.01%	502
2021 Q1	$55K	Sell	1,450 -550	-28%	-$21.8K	﹤0.01%	499
2020 Q4	$83K	Sell	2,000 -375	-16%	-$16.7K	0.01%	414
2020 Q3	$117K	Hold	2,375	–	–	0.01%	349
2020 Q2	$105K	Hold	2,375	–	–	0.01%	359
2020 Q1	$65K	Sell	2,375 -425	-15%	-$12.3K	0.01%	395
2019 Q4	$83K	Hold	2,800	–	–	0.01%	395
2019 Q3	$73K	Hold	2,800	–	–	0.01%	416
2019 Q2	$68K	Hold	2,800	–	–	0.01%	425
2019 Q1	$67K	Sell	2,800 -500	-15%	-$10.6K	0.01%	409
2018 Q4	$64K	Hold	3,300	–	–	0.01%	413
2018 Q3	$58K	Hold	3,300	–	–	﹤0.01%	444
2018 Q2	$73K	Sell	3,300 -400	-11%	-$8.61K	0.01%	418
2018 Q1	$75K	Hold	3,700	–	–	0.01%	417
2017 Q4	$82K	Hold	3,700	–	–	0.01%	373
2017 Q3	$71K	Sell	3,700 -300	-8%	-$5.91K	0.01%	396
2017 Q2	$80K	Sell	4,000 -200	-5%	-$4.09K	0.01%	392
2017 Q1	$88K	Sell	4,200 -300	-7%	-$6.24K	0.01%	366
2016 Q4	$87K	Hold	4,500	–	–	0.01%	363
2016 Q3	$122K	Sell	4,500 -500	-10%	-$13.8K	0.01%	334
2016 Q2	$118K	Hold	5,000	–	–	0.01%	335
2016 Q1	$83K	Hold	5,000	–	–	0.01%	372
2015 Q4	$62K	Hold	5,000	–	–	0.01%	397
2015 Q3	$60K	Hold	5,000	–	–	0.01%	416
2015 Q2	$87K	Hold	5,000	–	–	0.01%	393
2015 Q1	$95K	Hold	5,000	–	–	0.01%	365
2014 Q4	$102K	Hold	5,000	–	–	0.01%	326
2014 Q3	$100K	Hold	5,000	–	–	0.01%	328
2014 Q2	$131K	Hold	5,000	–	–	0.02%	307
2014 Q1	$114K	Hold	5,000	–	–	0.02%	299
2013 Q4	$101K	Hold	5,000	–	–	0.01%	308
2013 Q3	$124K	Hold	5,000	–	–	0.02%	283
2013 Q2	$98K	Buy	+5,000	New	+$119K	0.02%	289

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

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

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

Norges Bank Oslo, Norway $935B AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sandy Spring Bank's WPM Position: Q1 2025 in Review

Sandy Spring Bank held its Wheaton Precious Metals (WPM) position steady in Q1 2025 at 2,550 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #366.

Sandy Spring Bank first reported a position in WPM in Q2 2013 and has held it in 48 quarters since. The position peaked at $233K in Q1 2022. 662 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

Sandy Spring Bank held 2,550 shares of Wheaton Precious Metals worth $198K as of Q1 2025.
Sandy Spring Bank left its Wheaton Precious Metals share count unchanged in Q1 2025.
Wheaton Precious Metals made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #366 holding.
Sandy Spring Bank first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Wheaton Precious Metals position peaked at $233K in Q1 2022.
662 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.