Carolinas Wealth Consulting’s Wheaton Precious Metals WPM Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-422	Closed	-$16.5K	–	1126
2022 Q4	$16.5K	Buy	422 +1	+0.2%	+$36	﹤0.01%	534
2022 Q3	$14K	Buy	421 +2	+0.5%	+$66	﹤0.01%	511
2022 Q2	$15K	Buy	419 +202	+93%	+$8.77K	﹤0.01%	514
2022 Q1	$10K	Hold	217	–	–	﹤0.01%	610
2021 Q4	$9K	Hold	217	–	–	﹤0.01%	637
2021 Q3	$8K	Buy	+217	New	+$9.46K	﹤0.01%	617

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Carolinas Wealth Consulting's WPM Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 422 shares — an estimated $16.5K sold.

Carolinas Wealth Consulting first reported a position in WPM in Q3 2021 and held it in 6 quarters. The position peaked at $16.5K in Q4 2022. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

Carolinas Wealth Consulting reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 422 Wheaton Precious Metals shares in Q1 2023, an estimated $16.5K.
Carolinas Wealth Consulting first reported a position in Wheaton Precious Metals in Q3 2021 and held it in 6 quarters.
Carolinas Wealth Consulting's Wheaton Precious Metals position peaked at $16.5K in Q4 2022.
505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.