Mechanics Financial Corp’s Wheaton Precious Metals WPM Stock Holding History

Mechanics Financial Corp’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 Q4	–	Sell	-900	Closed	-$55K	–	255
2024 Q3	$55K	Hold	900	–	–	0.02%	159
2024 Q2	$47.2K	Hold	900	–	–	0.02%	163
2024 Q1	$42.4K	Hold	900	–	–	0.02%	157
2023 Q4	$44.4K	Hold	900	–	–	0.03%	152
2023 Q3	$36.5K	Buy	900 +600	+200%	+$25.9K	0.02%	152
2023 Q2	$13K	Hold	300	–	–	0.01%	169
2023 Q1	$14.4K	Hold	300	–	–	0.01%	166
2022 Q4	$12K	Buy	300 +50	+20%	+$1.81K	0.01%	170
2022 Q3	$8K	Hold	250	–	–	0.01%	179
2022 Q2	$9K	Hold	250	–	–	0.01%	184
2022 Q1	$12K	Hold	250	–	–	0.01%	174
2021 Q4	$11K	Buy	+250	New	+$10.3K	0.01%	176

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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

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

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

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Mechanics Financial Corp's WPM Position: Q4 2024 in Review

Mechanics Financial Corp sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 900 shares — an estimated $55K sold.

Mechanics Financial Corp first reported a position in WPM in Q4 2021 and held it in 12 quarters. The position peaked at $55K in Q3 2024. 628 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

Mechanics Financial Corp reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
Mechanics Financial Corp sold 900 Wheaton Precious Metals shares in Q4 2024, an estimated $55K.
Mechanics Financial Corp first reported a position in Wheaton Precious Metals in Q4 2021 and held it in 12 quarters.
Mechanics Financial Corp's Wheaton Precious Metals position peaked at $55K in Q3 2024.
628 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Mechanics Financial Corp's 13F filing for Q4 2024, filed 12 Feb 2025.