Duality Advisers’s Wheaton Precious Metals WPM Stock Holding History

Duality Advisers’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 Q2	–	Sell	-14,190	Closed	-$669K	–	540
2024 Q1	$669K	Sell	14,190 -34,152	-71%	-$1.54M	0.07%	413
2023 Q4	$2.39M	Buy	48,342 +25,823	+115%	+$1.17M	0.25%	141
2023 Q3	$913K	Buy	+22,519	New	+$971K	0.11%	311
2023 Q2	–	Sell	-33,445	Closed	-$1.61M	–	761
2023 Q1	$1.61M	Buy	+33,445	New	+$1.46M	0.18%	207
2022 Q2	–	Sell	-20,786	Closed	-$989K	–	882
2022 Q1	$989K	Buy	+20,786	New	+$904K	0.11%	320

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Duality Advisers's WPM Position: Q2 2024 in Review

Duality Advisers sold out of Wheaton Precious Metals (WPM) in Q2 2024, closing a stake of 14,190 shares — an estimated $669K sold.

Duality Advisers first reported a position in WPM in Q1 2022 and held it in 5 quarters. The position peaked at $2.39M in Q4 2023. 552 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

Duality Advisers reported no remaining Wheaton Precious Metals position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 14,190 Wheaton Precious Metals shares in Q2 2024, an estimated $669K.
Duality Advisers first reported a position in Wheaton Precious Metals in Q1 2022 and held it in 5 quarters.
Duality Advisers's Wheaton Precious Metals position peaked at $2.39M in Q4 2023.
552 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.