MOTCO’s Wheaton Precious Metals WPM Stock Holding History

MOTCO’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	-12	Closed	-$519	–	963
2023 Q2	$519	Buy	+12	New	+$570	﹤0.01%	853

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

MOTCO's WPM Position: Q3 2023 in Review

MOTCO sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 12 shares — an estimated $519 sold.

MOTCO first reported a position in WPM in Q2 2023 and held it in 1 quarter. The position peaked at $519 in Q2 2023. 487 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

MOTCO reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
MOTCO sold 12 Wheaton Precious Metals shares in Q3 2023, an estimated $519.
MOTCO first reported a position in Wheaton Precious Metals in Q2 2023 and held it in 1 quarter.
MOTCO's Wheaton Precious Metals position peaked at $519 in Q2 2023.
487 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on MOTCO's 13F filing for Q3 2023, filed 7 Nov 2023.