Disciplined Investments’s Wheaton Precious Metals WPM Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-1,000	Closed	-$43.2K	–	1562
2023 Q2	$43.2K	Hold	1,000	–	–	0.02%	210
2023 Q1	$48.2K	Hold	1,000	–	–	0.02%	226
2022 Q4	$39.1K	Hold	1,000	–	–	0.02%	228
2022 Q3	$32K	Hold	1,000	–	–	0.01%	264
2022 Q2	$36K	Hold	1,000	–	–	0.02%	257
2022 Q1	$48K	Hold	1,000	–	–	0.02%	228
2021 Q4	$43K	Hold	1,000	–	–	0.02%	224
2021 Q3	$38K	Hold	1,000	–	–	0.02%	227
2021 Q2	$44K	Hold	1,000	–	–	0.02%	206
2021 Q1	$38K	Hold	1,000	–	–	0.02%	194
2020 Q4	$42K	Hold	1,000	–	–	0.03%	163
2020 Q3	$49K	Hold	1,000	–	–	0.04%	160
2020 Q2	$44K	Hold	1,000	–	–	0.03%	174
2020 Q1	$28K	Hold	1,000	–	–	0.03%	194
2019 Q4	$30K	Buy	+1,000	New	+$27.3K	0.03%	204

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Disciplined Investments's WPM Position: Q3 2023 in Review

Disciplined Investments sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 1,000 shares — an estimated $43.2K sold.

Disciplined Investments first reported a position in WPM in Q4 2019 and held it in 15 quarters. The position peaked at $49K in Q3 2020. 488 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

Disciplined Investments reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 1,000 Wheaton Precious Metals shares in Q3 2023, an estimated $43.2K.
Disciplined Investments first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Wheaton Precious Metals position peaked at $49K in Q3 2020.
488 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.