Abich Financial Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Abich Financial 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 Q3	$611	Sell	10 -590	-98%	-$35.1K	﹤0.01%	371
2024 Q2	$31.5K	Buy	+600	New	+$32.1K	0.02%	196

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

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

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

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

Abich Financial Wealth Management's WPM Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 98% in Q3 2024, selling an estimated $35.1K and leaving 10 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Abich Financial Wealth Management first reported a position in WPM in Q2 2024 and has held it in 2 quarters since. The position peaked at $31.5K in Q2 2024. 603 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

Abich Financial Wealth Management held 10 shares of Wheaton Precious Metals worth $611 as of Q3 2024.
Abich Financial Wealth Management sold 590 Wheaton Precious Metals shares in Q3 2024, an estimated $35.1K.
Wheaton Precious Metals made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #371 holding.
Abich Financial Wealth Management first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 2 quarters since.
Abich Financial Wealth Management's Wheaton Precious Metals position peaked at $31.5K in Q2 2024.
603 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.