Life Planning Partners’s Wheaton Precious Metals WPM Stock Holding History

Life Planning Partners’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	-4,703	Closed	-$232K	–	259
2023 Q4	$232K	Buy	+4,703	New	+$213K	0.23%	55

Other funds holding WPM

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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

Life Planning Partners's WPM Position: Q1 2024 in Review

Life Planning Partners sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 4,703 shares — an estimated $232K sold.

Life Planning Partners first reported a position in WPM in Q4 2023 and held it in 1 quarter. The position peaked at $232K in Q4 2023. 517 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

Life Planning Partners reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 4,703 Wheaton Precious Metals shares in Q1 2024, an estimated $232K.
Life Planning Partners first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 1 quarter.
Life Planning Partners's Wheaton Precious Metals position peaked at $232K in Q4 2023.
517 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.