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

Generate 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
Q1 		– Sell
-111,070
Closed -$5.48M – 87
2023
Q4 		$5.48M Buy
+111,070
New +$5.03M 0.47% 68

Other funds holding WPM

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
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 $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
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

Generate Investment Management's WPM Position: Q1 2024 in Review

Generate Investment Management sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 111,070 shares — an estimated $5.48M sold.

Generate Investment Management first reported a position in WPM in Q4 2023 and held it in 1 quarter. The position peaked at $5.48M in Q4 2023. 517 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

  • Generate Investment Management reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
  • Generate Investment Management sold 111,070 Wheaton Precious Metals shares in Q1 2024, an estimated $5.48M.
  • Generate Investment Management first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 1 quarter.
  • Generate Investment Management's Wheaton Precious Metals position peaked at $5.48M in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on Generate Investment Management's 13F filing for Q1 2024, filed 1 Aug 2024.