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	–	498
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

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 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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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