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Mirabella Financial Services’s Wheaton Precious Metals WPM Stock Holding History

Mirabella Financial Services’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 		– Sell
-16,880
Closed -$796K – 721
2024
Q1 		$796K Buy
+16,880
New +$762K 0.06% 217
2021
Q1 		– Sell
-11,840
Closed -$494K – 431
2020
Q4 		$494K Buy
+11,840
New +$529K 0.06% 171

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VanEck Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mirabella Financial Services's WPM Position: Q2 2024 in Review

Mirabella Financial Services sold out of Wheaton Precious Metals (WPM) in Q2 2024, closing a stake of 16,880 shares — an estimated $796K sold.

Mirabella Financial Services first reported a position in WPM in Q4 2020 and held it in 2 quarters. The position peaked at $796K in Q1 2024. 550 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

  • Mirabella Financial Services reported no remaining Wheaton Precious Metals position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 16,880 Wheaton Precious Metals shares in Q2 2024, an estimated $796K.
  • Mirabella Financial Services first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 2 quarters.
  • Mirabella Financial Services's Wheaton Precious Metals position peaked at $796K in Q1 2024.
  • 550 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.