Concourse Financial Group Securities’s Wheaton Precious Metals WPM Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-30	Closed	-$1.77K	–	2095
2024 Q4	$1.77K	Hold	30	–	–	﹤0.01%	2031
2024 Q3	$1.83K	Hold	30	–	–	﹤0.01%	1997
2024 Q2	$1.57K	Hold	30	–	–	﹤0.01%	2067
2024 Q1	$1.41K	Hold	30	–	–	﹤0.01%	2094
2023 Q4	$1.48K	Hold	30	–	–	﹤0.01%	2067
2023 Q3	$1.22K	Hold	30	–	–	﹤0.01%	2078
2023 Q2	$1.3K	Hold	30	–	–	﹤0.01%	2093
2023 Q1	$1.45K	Hold	30	–	–	﹤0.01%	2112
2022 Q4	$1.17K	Hold	30	–	–	﹤0.01%	2132
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	1944
2022 Q2	$1K	Buy	+30	New	+$1.3K	﹤0.01%	2152
2021 Q2	–	Sell	-600	Closed	-$26.7K	–	2450
2021 Q1	$23K	Buy	+600	New	+$23.8K	﹤0.01%	1526
2020 Q2	–	Sell	-100	Closed	-$3.93K	–	2281
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	1827
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	1818
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	1480
2019 Q2	$2K	Sell	100 -600	-86%	-$13.3K	﹤0.01%	2042
2019 Q1	$16K	Hold	700	–	–	﹤0.01%	1356
2018 Q4	$13K	Buy	700 +100	+17%	+$1.71K	﹤0.01%	1341
2018 Q3	$11K	Buy	+600	New	+$11.5K	﹤0.01%	1077

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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 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

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

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

Concourse Financial Group Securities's WPM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Wheaton Precious Metals (WPM) in Q1 2025, closing a stake of 30 shares — an estimated $1.77K sold.

Concourse Financial Group Securities first reported a position in WPM in Q3 2018 and held it in 19 quarters. The position peaked at $23K in Q1 2021. 662 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

Concourse Financial Group Securities reported no remaining Wheaton Precious Metals position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 30 Wheaton Precious Metals shares in Q1 2025, an estimated $1.77K.
Concourse Financial Group Securities first reported a position in Wheaton Precious Metals in Q3 2018 and held it in 19 quarters.
Concourse Financial Group Securities's Wheaton Precious Metals position peaked at $23K in Q1 2021.
662 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.