First Personal Financial Services’s Wheaton Precious Metals WPM Stock Holding History

First Personal Financial Services’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	$22K	Sell	360 -25	-6%	-$1.49K	﹤0.01%	258
2024 Q2	$20.2K	Hold	385	–	–	﹤0.01%	238
2024 Q1	$18.1K	Sell	385 -716	-65%	-$32.3K	﹤0.01%	246
2023 Q4	$54.3K	Sell	1,101 -123	-10%	-$5.57K	0.01%	198
2023 Q3	$49.6K	Sell	1,224 -234	-16%	-$10.1K	0.01%	197
2023 Q2	$63K	Hold	1,458	–	–	0.02%	192
2023 Q1	$70.2K	Buy	1,458 +123	+9%	+$5.38K	0.02%	183
2022 Q4	$52.2K	Buy	1,335 +262	+24%	+$9.47K	0.01%	203
2022 Q3	$35K	Buy	+1,073	New	+$35.2K	0.01%	234

Other funds holding WPM

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

VanEck Associates New York $133B AUM 72.99% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

First Personal Financial Services's WPM Position: Q3 2024 in Review

First Personal Financial Services reduced its Wheaton Precious Metals (WPM) stake by 6.5% in Q3 2024, selling an estimated $1.49K and leaving 360 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

First Personal Financial Services first reported a position in WPM in Q3 2022 and has held it in 9 quarters since. The position peaked at $70.2K in Q1 2023. 603 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

First Personal Financial Services held 360 shares of Wheaton Precious Metals worth $22K as of Q3 2024.
First Personal Financial Services sold 25 Wheaton Precious Metals shares in Q3 2024, an estimated $1.49K.
Wheaton Precious Metals made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #258 holding.
First Personal Financial Services first reported a position in Wheaton Precious Metals in Q3 2022 and has held it in 9 quarters since.
First Personal Financial Services's Wheaton Precious Metals position peaked at $70.2K in Q1 2023.
603 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.