LifePro Asset Management’s Wheaton Precious Metals WPM Stock Holding History

LifePro 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
2023 Q3	–	Sell	-92,930	Closed	-$4.02M	–	133
2023 Q2	$4.02M	Sell	92,930 -1,034	-1%	-$49.1K	3.1%	7
2023 Q1	$3.67M	Hold	93,964	–	–	2.67%	9
2022 Q4	$3.67M	Buy	+93,964	New	+$3.4M	2.68%	9

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

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

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

LifePro Asset Management's WPM Position: Q3 2023 in Review

LifePro Asset Management sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 92,930 shares — an estimated $4.02M sold.

LifePro Asset Management first reported a position in WPM in Q4 2022 and held it in 3 quarters. The position peaked at $4.02M in Q2 2023. 487 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

LifePro Asset Management reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
LifePro Asset Management sold 92,930 Wheaton Precious Metals shares in Q3 2023, an estimated $4.02M.
LifePro Asset Management first reported a position in Wheaton Precious Metals in Q4 2022 and held it in 3 quarters.
LifePro Asset Management's Wheaton Precious Metals position peaked at $4.02M in Q2 2023.
487 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on LifePro Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.