Diversified’s Wheaton Precious Metals WPM Stock Holding History

Diversified’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
2021 Q1	–	Sell	-675	Closed	-$33K	–	336
2020 Q4	$33K	Buy	+675	New	+$30.1K	0.03%	214

Other funds holding WPM

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Diversified's WPM Position: Q1 2021 in Review

Diversified sold out of Wheaton Precious Metals (WPM) in Q1 2021, closing a stake of 675 shares — an estimated $33K sold.

Diversified first reported a position in WPM in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 471 funds tracked by Wall St. Rank hold WPM as of Q1 2021.

Diversified reported no remaining Wheaton Precious Metals position as of Q1 2021 after selling out during the quarter.
Diversified sold 675 Wheaton Precious Metals shares in Q1 2021, an estimated $33K.
Diversified first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 1 quarter.
Diversified's Wheaton Precious Metals position peaked at $33K in Q4 2020.
471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.