Fernwood Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Fernwood Investment Management’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	-2,000	Closed	-$94.3K	–	688
2024 Q1	$94.3K	Buy	+2,000	New	+$90.3K	0.03%	271

Other funds holding WPM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fernwood Investment Management's WPM Position: Q2 2024 in Review

Fernwood Investment Management sold out of Wheaton Precious Metals (WPM) in Q2 2024, closing a stake of 2,000 shares — an estimated $94.3K sold.

Fernwood Investment Management first reported a position in WPM in Q1 2024 and held it in 1 quarter. The position peaked at $94.3K in Q1 2024. 550 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

Fernwood Investment Management reported no remaining Wheaton Precious Metals position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 2,000 Wheaton Precious Metals shares in Q2 2024, an estimated $94.3K.
Fernwood Investment Management first reported a position in Wheaton Precious Metals in Q1 2024 and held it in 1 quarter.
Fernwood Investment Management's Wheaton Precious Metals position peaked at $94.3K in Q1 2024.
550 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.