Fractal Investments’s Wheaton Precious Metals WPM Stock Holding History

Fractal Investments’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
2023 Q3	–	Sell	-6,574	Closed	-$284K	–	108
2023 Q2	$284K	Hold	6,574	–	–	0.06%	69
2023 Q1	$317K	Hold	6,574	–	–	0.07%	63
2022 Q4	$257K	Hold	6,574	–	–	0.06%	75
2022 Q3	$213K	Hold	6,574	–	–	0.06%	78
2022 Q2	$237K	Hold	6,574	–	–	0.08%	62
2022 Q1	$313K	Hold	6,574	–	–	0.09%	83
2021 Q4	$282K	Buy	+6,574	New	+$271K	0.1%	90

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Fractal Investments's WPM Position: Q3 2023 in Review

Fractal Investments sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 6,574 shares — an estimated $284K sold.

Fractal Investments first reported a position in WPM in Q4 2021 and held it in 7 quarters. The position peaked at $317K in Q1 2023. 488 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

Fractal Investments reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
Fractal Investments sold 6,574 Wheaton Precious Metals shares in Q3 2023, an estimated $284K.
Fractal Investments first reported a position in Wheaton Precious Metals in Q4 2021 and held it in 7 quarters.
Fractal Investments's Wheaton Precious Metals position peaked at $317K in Q1 2023.
488 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on Fractal Investments's 13F filing for Q3 2023, filed 31 Oct 2023.