ICA Group Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

ICA Group Wealth 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	-350	Closed	-$16.5K	–	1337
2024 Q1	$16.5K	Hold	350	–	–	﹤0.01%	793
2023 Q4	$17.3K	Buy	+350	New	+$15.8K	﹤0.01%	761
2023 Q3	–	Sell	-350	Closed	-$15.1K	–	1245
2023 Q2	$15.1K	Hold	350	–	–	﹤0.01%	762
2023 Q1	$16.9K	Hold	350	–	–	﹤0.01%	706
2022 Q4	$13.7K	Buy	+350	New	+$12.7K	﹤0.01%	766

Other funds holding WPM

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

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

VanEck Associates New York $133B AUM 72.99% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ICA Group Wealth Management's WPM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Wheaton Precious Metals (WPM) in Q2 2024, closing a stake of 350 shares — an estimated $16.5K sold.

ICA Group Wealth Management first reported a position in WPM in Q4 2022 and held it in 5 quarters. The position peaked at $17.3K in Q4 2023. 550 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

ICA Group Wealth Management reported no remaining Wheaton Precious Metals position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 350 Wheaton Precious Metals shares in Q2 2024, an estimated $16.5K.
ICA Group Wealth Management first reported a position in Wheaton Precious Metals in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Wheaton Precious Metals position peaked at $17.3K in Q4 2023.
550 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.