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FWL Investment Management’s Wheaton Precious Metals WPM Stock Holding History

FWL Investment 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
Q3 		– Sell
-1,150
Closed -$60.3K – 319
2024
Q2 		$60.3K Hold
1,150
– – 0.03% 95
2024
Q1 		$54.2K Hold
1,150
– – 0.03% 90
2023
Q4 		$56.7K Hold
1,150
– – 0.03% 87
2023
Q3 		$46.6K Buy
+1,150
New +$49.6K 0.03% 94
2023
Q1 		– Sell
-3,000
Closed -$117K – 195
2022
Q4 		$117K Buy
+3,000
New +$108K 0.09% 66

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FWL Investment Management's WPM Position: Q3 2024 in Review

FWL Investment Management sold out of Wheaton Precious Metals (WPM) in Q3 2024, closing a stake of 1,150 shares — an estimated $60.3K sold.

FWL Investment Management first reported a position in WPM in Q4 2022 and held it in 5 quarters. The position peaked at $117K in Q4 2022. 603 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

  • FWL Investment Management reported no remaining Wheaton Precious Metals position as of Q3 2024 after selling out during the quarter.
  • FWL Investment Management sold 1,150 Wheaton Precious Metals shares in Q3 2024, an estimated $60.3K.
  • FWL Investment Management first reported a position in Wheaton Precious Metals in Q4 2022 and held it in 5 quarters.
  • FWL Investment Management's Wheaton Precious Metals position peaked at $117K in Q4 2022.
  • 603 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on FWL Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.