FirstPurpose Wealth’s Wheaton Precious Metals WPM Stock Holding History

FirstPurpose Wealth’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 Q1	$237K	Hold	4,622	–	–	0.09%	186
2023 Q4	$228K	Buy	+4,622	New	+$209K	0.09%	186
2023 Q2	–	Sell	-4,622	Closed	-$223K	–	211
2023 Q1	$223K	Buy	+4,622	New	+$202K	0.11%	167
2022 Q2	–	Sell	-4,666	Closed	-$222K	–	160
2022 Q1	$222K	Hold	4,666	–	–	0.17%	119
2021 Q4	$200K	Buy	+4,666	New	+$192K	0.13%	137

Other funds holding WPM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

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

FirstPurpose Wealth's WPM Position: Q1 2024 in Review

FirstPurpose Wealth held its Wheaton Precious Metals (WPM) position steady in Q1 2024 at 4,622 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #186.

FirstPurpose Wealth first reported a position in WPM in Q4 2021 and has held it in 5 quarters since. 518 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

FirstPurpose Wealth held 4,622 shares of Wheaton Precious Metals worth $237K as of Q1 2024.
FirstPurpose Wealth left its Wheaton Precious Metals share count unchanged in Q1 2024.
Wheaton Precious Metals made up 0.09% of FirstPurpose Wealth's portfolio in Q1 2024, its #186 holding.
FirstPurpose Wealth first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 5 quarters since.
518 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.