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Covestor’s Wheaton Precious Metals WPM Stock Holding History

Covestor’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
2024
Q3 		– Sell
-1,015
Closed -$53K – 2831
2024
Q2 		$53K Buy
+1,015
New +$54.3K 0.03% 832
2023
Q3 		– Sell
-1,443
Closed -$62K – 2772
2023
Q2 		$62K Hold
1,443
– – 0.05% 690
2023
Q1 		$69K Buy
1,443
+262
+22% +$11.5K 0.06% 574
2022
Q4 		$46K Hold
1,181
– – 0.04% 766
2022
Q3 		$38K Sell
1,181
-781
-40% -$25.6K 0.03% 804
2022
Q2 		$71K Hold
1,962
– – 0.06% 596
2022
Q1 		$93K Buy
+1,962
New +$85.3K 0.06% 552

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Covestor's WPM Position: Q3 2024 in Review

Covestor sold out of Wheaton Precious Metals (WPM) in Q3 2024, closing a stake of 1,015 shares — an estimated $53K sold.

Covestor first reported a position in WPM in Q1 2022 and held it in 7 quarters. The position peaked at $93K in Q1 2022. 605 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

  • Covestor reported no remaining Wheaton Precious Metals position as of Q3 2024 after selling out during the quarter.
  • Covestor sold 1,015 Wheaton Precious Metals shares in Q3 2024, an estimated $53K.
  • Covestor first reported a position in Wheaton Precious Metals in Q1 2022 and held it in 7 quarters.
  • Covestor's Wheaton Precious Metals position peaked at $93K in Q1 2022.
  • 605 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on Covestor's 13F filing for Q3 2024, filed 1 Nov 2024.