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	–	2843
2024 Q2	$53K	Buy	+1,015	New	+$54.3K	0.03%	832
2023 Q3	–	Sell	-1,443	Closed	-$62K	–	2805
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 $733B AUM 35.63% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 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

TD Asset Management

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