Forum Financial Management’s Wheaton Precious Metals WPM Stock Holding History

Forum Financial 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	-5,791	Closed	-$273K	–	777
2024 Q1	$273K	Buy	+5,791	New	+$262K	﹤0.01%	540
2023 Q4	–	Sell	-5,791	Closed	-$235K	–	729
2023 Q3	$235K	Hold	5,791	–	–	0.01%	522
2023 Q2	$250K	Sell	5,791 -40	-0.7%	-$1.9K	0.01%	502
2023 Q1	$281K	Buy	5,831 +40	+0.7%	+$1.75K	0.01%	422
2022 Q4	$226K	Buy	+5,791	New	+$209K	0.01%	501
2022 Q3	–	Sell	-5,786	Closed	-$208K	–	605
2022 Q2	$208K	Buy	5,786 +35	+0.6%	+$1.52K	0.01%	515
2022 Q1	$273K	Sell	5,751 -5	-0.1%	-$217	0.01%	443
2021 Q4	$247K	Buy	+5,756	New	+$237K	0.01%	515

Other funds holding WPM

Capital World Investors

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

First Eagle Investment Management

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

VanEck Associates

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services

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

T. Rowe Price Associates

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