Money Concepts Capital’s Wheaton Precious Metals WPM Stock Holding History

Money Concepts Capital’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	-4,711	Closed	-$184K	–	2913
2022 Q4	$184K	Buy	4,711 +4,510	+2,244%	+$163K	0.01%	719
2022 Q3	$7K	Hold	201	–	–	﹤0.01%	1153
2022 Q2	$7K	Sell	201 -4,488	-96%	-$195K	﹤0.01%	1114
2022 Q1	$223K	Buy	+4,689	New	+$204K	0.01%	683

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

Money Concepts Capital's WPM Position: Q1 2023 in Review

Money Concepts Capital sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 4,711 shares — an estimated $184K sold.

Money Concepts Capital first reported a position in WPM in Q1 2022 and held it in 4 quarters. The position peaked at $223K in Q1 2022. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

Money Concepts Capital reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 4,711 Wheaton Precious Metals shares in Q1 2023, an estimated $184K.
Money Concepts Capital first reported a position in Wheaton Precious Metals in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's Wheaton Precious Metals position peaked at $223K in Q1 2022.
505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.