Coppell Advisory Solutions’s Wheaton Precious Metals WPM Stock Holding History

Coppell Advisory Solutions’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	-266	Closed	-$14.9K	–	1884
2024 Q4	$14.9K	Buy	266 +159	+149%	+$9.85K	﹤0.01%	976
2024 Q3	$6.66K	Hold	107	–	–	﹤0.01%	1199
2024 Q2	$5.59K	Buy	+107	New	+$5.72K	﹤0.01%	1175
2023 Q4	$5.26K	Sell	107 -1,999	-95%	-$90.4K	﹤0.01%	1093
2023 Q3	$82.3K	Buy	2,106 +1,999	+1,868%	+$86.2K	0.03%	233
2023 Q2	$4.54K	Buy	+107	New	+$5.08K	﹤0.01%	870
2023 Q1	–	Sell	-2,106	Closed	-$82.3K	–	1091
2022 Q4	$82.3K	Buy	+2,106	New	+$76.1K	0.03%	237

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 $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TD Asset Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return