Householder Group Estate & Retirement Specialist’s Wheaton Precious Metals WPM Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-5	Closed	–	–	1240
2024 Q3	$0	Buy	+5	New	+$297	﹤0.01%	1334
2024 Q2	–	Sell	-5	Closed	-$236	–	1352
2024 Q1	$236	Hold	5	–	–	﹤0.01%	1206
2023 Q4	$0	Hold	5	–	–	﹤0.01%	1352
2023 Q3	$203	Buy	+5	New	+$216	﹤0.01%	1239
2023 Q1	$0	Buy	+5	New	+$219	﹤0.01%	1314
2022 Q4	–	Sell	-5	Closed	–	–	1171
2022 Q3	$0	Buy	+5	New	+$164	﹤0.01%	1206

Other funds holding WPM

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WPM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 5 shares.

Householder Group Estate & Retirement Specialist first reported a position in WPM in Q3 2022 and held it in 6 quarters. The position peaked at $236 in Q1 2024. 626 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 5 Wheaton Precious Metals shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in Wheaton Precious Metals in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Wheaton Precious Metals position peaked at $236 in Q1 2024.
626 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.