Washington Trust Advisors’s Wheaton Precious Metals WPM Stock Holding History

Washington Trust 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	-265	Closed	-$12.8K	–	776
2023 Q1	$12.8K	Hold	265	–	–	﹤0.01%	469
2022 Q4	$10.4K	Hold	265	–	–	﹤0.01%	497
2022 Q3	$9K	Buy	265 +2	+0.8%	+$66	﹤0.01%	624
2022 Q2	$9K	Hold	263	–	–	﹤0.01%	653
2022 Q1	$13K	Hold	263	–	–	﹤0.01%	676
2021 Q4	$11K	Buy	+263	New	+$10.8K	﹤0.01%	721

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Washington Trust Advisors's WPM Position: Q2 2023 in Review

Washington Trust Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2023, closing a stake of 265 shares — an estimated $12.8K sold.

Washington Trust Advisors first reported a position in WPM in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q1 2022. 509 funds tracked by Wall St. Rank hold WPM as of Q2 2023.

Washington Trust Advisors reported no remaining Wheaton Precious Metals position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 265 Wheaton Precious Metals shares in Q2 2023, an estimated $12.8K.
Washington Trust Advisors first reported a position in Wheaton Precious Metals in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's Wheaton Precious Metals position peaked at $13K in Q1 2022.
509 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.