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

AMJ 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
Q1 		– Sell
-66,260
Closed -$3.27M – 86
2023
Q4 		$3.27M Buy
66,260
+945
+1% +$42.8K 1.38% 29
2023
Q3 		$2.65M Sell
65,315
-326
-0.5% -$14.1K 1.22% 32
2023
Q2 		$2.84M Buy
+65,641
New +$3.12M 1.25% 29

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AMJ Financial Wealth Management's WPM Position: Q1 2024 in Review

AMJ Financial Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 66,260 shares — an estimated $3.27M sold.

AMJ Financial Wealth Management first reported a position in WPM in Q2 2023 and held it in 3 quarters. The position peaked at $3.27M in Q4 2023. 518 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

  • AMJ Financial Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 66,260 Wheaton Precious Metals shares in Q1 2024, an estimated $3.27M.
  • AMJ Financial Wealth Management first reported a position in Wheaton Precious Metals in Q2 2023 and held it in 3 quarters.
  • AMJ Financial Wealth Management's Wheaton Precious Metals position peaked at $3.27M in Q4 2023.
  • 518 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.