Sugarloaf Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Sugarloaf Wealth Management’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 Q4	–	Sell	-110	Closed	-$6.74K	–	717
2024 Q3	$6.74K	Buy	+110	New	+$6.54K	﹤0.01%	538
2023 Q3	–	Sell	-1,270	Closed	-$54.9K	–	701
2023 Q2	$54.9K	Buy	+1,270	New	+$60.3K	0.01%	276
2023 Q1	–	Sell	-828	Closed	-$32.4K	–	786
2022 Q4	$32.4K	Buy	+828	New	+$29.9K	0.01%	341

Other funds holding WPM

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Sugarloaf Wealth Management's WPM Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 110 shares — an estimated $6.74K sold.

Sugarloaf Wealth Management first reported a position in WPM in Q4 2022 and held it in 3 quarters. The position peaked at $54.9K in Q2 2023. 625 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 110 Wheaton Precious Metals shares in Q4 2024, an estimated $6.74K.
Sugarloaf Wealth Management first reported a position in Wheaton Precious Metals in Q4 2022 and held it in 3 quarters.
Sugarloaf Wealth Management's Wheaton Precious Metals position peaked at $54.9K in Q2 2023.
625 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.