JTC Employer Solutions Trustee’s Wheaton Precious Metals WPM Stock Holding History

JTC Employer Solutions Trustee’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
2023 Q1	–	Sell	-1,084	Closed	-$42K	–	402
2022 Q4	$42K	Hold	1,084	–	–	﹤0.01%	280
2022 Q3	$35K	Hold	1,084	–	–	0.01%	240
2022 Q2	$39K	Hold	1,084	–	–	0.01%	210
2022 Q1	$52K	Hold	1,084	–	–	0.01%	208
2021 Q4	$46K	Hold	1,084	–	–	0.01%	219
2021 Q3	$41K	Hold	1,084	–	–	0.01%	228
2021 Q2	$48K	Buy	+1,084	New	+$48.2K	0.01%	215

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

JTC Employer Solutions Trustee's WPM Position: Q1 2023 in Review

JTC Employer Solutions Trustee sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 1,084 shares — an estimated $42K sold.

JTC Employer Solutions Trustee first reported a position in WPM in Q2 2021 and held it in 7 quarters. The position peaked at $52K in Q1 2022. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

JTC Employer Solutions Trustee reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
JTC Employer Solutions Trustee sold 1,084 Wheaton Precious Metals shares in Q1 2023, an estimated $42K.
JTC Employer Solutions Trustee first reported a position in Wheaton Precious Metals in Q2 2021 and held it in 7 quarters.
JTC Employer Solutions Trustee's Wheaton Precious Metals position peaked at $52K in Q1 2022.
505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2023, filed 26 Apr 2023.