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	–	776
2024 Q1	$273K	Buy	+5,791	New	+$262K	﹤0.01%	540
2023 Q4	–	Sell	-5,791	Closed	-$235K	–	728
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	–	604
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 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

Forum Financial Management's WPM Position: Q2 2024 in Review

Forum Financial Management sold out of Wheaton Precious Metals (WPM) in Q2 2024, closing a stake of 5,791 shares — an estimated $273K sold.

Forum Financial Management first reported a position in WPM in Q4 2021 and held it in 8 quarters. The position peaked at $281K in Q1 2023. 552 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

Forum Financial Management reported no remaining Wheaton Precious Metals position as of Q2 2024 after selling out during the quarter.
Forum Financial Management sold 5,791 Wheaton Precious Metals shares in Q2 2024, an estimated $273K.
Forum Financial Management first reported a position in Wheaton Precious Metals in Q4 2021 and held it in 8 quarters.
Forum Financial Management's Wheaton Precious Metals position peaked at $281K in Q1 2023.
552 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.