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SCA
Stonebridge Capital Advisors’s
Wheaton Precious Metals
WPM
Stock Holding History
Stonebridge Capital 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
2023
Q2
–
Sell
-100
Closed
-$4.82K
–
1027
2023
Q1
$4.82K
Hold
100
–
–
﹤0.01%
720
2022
Q4
$3.91K
Hold
100
–
–
﹤0.01%
731
2022
Q3
$3K
Hold
100
–
–
﹤0.01%
770
2022
Q2
$4K
Hold
100
–
–
﹤0.01%
747
2022
Q1
$5K
Hold
100
–
–
﹤0.01%
786
2021
Q4
$4K
Hold
100
–
–
﹤0.01%
785
2021
Q3
$4K
Sell
100
-100
-50%
-$4.36K
﹤0.01%
755
2021
Q2
$8K
Buy
200
+100
+100%
+$4.45K
﹤0.01%
778
2021
Q1
$4K
Buy
+100
New
+$3.97K
﹤0.01%
774
2020
Q3
–
Sell
-100
Closed
-$4K
–
725
2020
Q2
$4K
Hold
100
–
–
﹤0.01%
602
2020
Q1
$3K
Hold
100
–
–
﹤0.01%
617
2019
Q4
$3K
Hold
100
–
–
﹤0.01%
709
2019
Q3
$3K
Hold
100
–
–
﹤0.01%
688
2019
Q2
$2K
Buy
+100
New
+$2.22K
﹤0.01%
800
Other funds holding WPM
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$733B AUM
35.63%
1-Year Est. Return
First Eagle Investment Management
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$59B AUM
32.99%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
VNIM
Vaughan Nelson Investment Management
Houston, Texas
$9.96B AUM
41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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