Beaird Harris Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Beaird Harris 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
2023 Q3	–	Sell	-166	Closed	-$7.17K	–	490
2023 Q2	$7.17K	Sell	166 -200	-55%	-$9.5K	﹤0.01%	289
2023 Q1	$17.6K	Hold	366	–	–	﹤0.01%	234
2022 Q4	$14.3K	Hold	366	–	–	﹤0.01%	293
2022 Q3	$12K	Hold	366	–	–	﹤0.01%	270
2022 Q2	$13K	Hold	366	–	–	﹤0.01%	234
2022 Q1	$17K	Buy	366 +166	+83%	+$7.22K	0.01%	268
2021 Q4	$9K	Buy	+200	New	+$8.24K	﹤0.01%	425

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beaird Harris Wealth Management's WPM Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 166 shares — an estimated $7.17K sold.

Beaird Harris Wealth Management first reported a position in WPM in Q4 2021 and held it in 7 quarters. The position peaked at $17.6K in Q1 2023. 488 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

Beaird Harris Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 166 Wheaton Precious Metals shares in Q3 2023, an estimated $7.17K.
Beaird Harris Wealth Management first reported a position in Wheaton Precious Metals in Q4 2021 and held it in 7 quarters.
Beaird Harris Wealth Management's Wheaton Precious Metals position peaked at $17.6K in Q1 2023.
488 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.