Institutional & Family Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Institutional & Family Asset 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	$10.3K	Buy	196 +37	+23%	+$1.98K	﹤0.01%	413
2024 Q1	$7.49K	Hold	159	–	–	﹤0.01%	448
2023 Q4	$7.84K	Buy	159 +2	+1%	+$90	﹤0.01%	420
2023 Q3	$6.37K	Hold	157	–	–	﹤0.01%	431
2023 Q2	$6.79K	Buy	157 +1	+0.6%	+$48	﹤0.01%	428
2023 Q1	$7.51K	Hold	156	–	–	﹤0.01%	411
2022 Q4	$6.1K	Hold	156	–	–	﹤0.01%	442
2022 Q3	$5K	Hold	156	–	–	﹤0.01%	497
2022 Q2	$6K	Hold	156	–	–	﹤0.01%	477
2022 Q1	$7K	Hold	156	–	–	﹤0.01%	508
2021 Q4	$7K	Hold	156	–	–	﹤0.01%	511
2021 Q3	$6K	Hold	156	–	–	﹤0.01%	643
2021 Q2	$7K	Hold	156	–	–	﹤0.01%	663
2021 Q1	$6K	Hold	156	–	–	﹤0.01%	672
2020 Q4	$7K	Sell	156 -56	-26%	-$2.5K	﹤0.01%	605
2020 Q3	$10K	Hold	212	–	–	﹤0.01%	494
2020 Q2	$9K	Sell	212 -14	-6%	-$551	﹤0.01%	506
2020 Q1	$6K	Buy	+226	New	+$6.52K	﹤0.01%	527

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Institutional & Family Asset Management's WPM Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Wheaton Precious Metals (WPM) stake by 23% in Q2 2024, buying an estimated $1.98K and bringing the position to 196 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Institutional & Family Asset Management first reported a position in WPM in Q1 2020 and has held it in 18 quarters since. 552 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

Institutional & Family Asset Management held 196 shares of Wheaton Precious Metals worth $10.3K as of Q2 2024.
Institutional & Family Asset Management bought 37 Wheaton Precious Metals shares in Q2 2024, an estimated $1.98K.
Wheaton Precious Metals made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #413 holding.
Institutional & Family Asset Management first reported a position in Wheaton Precious Metals in Q1 2020 and has held it in 18 quarters since.
552 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.