O'Dell Group’s Wheaton Precious Metals WPM Stock Holding History

O'Dell Group’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	-467	Closed	-$20.2K	–	494
2023 Q2	$20.2K	Buy	+467	New	+$22.2K	0.01%	281
2022 Q2	–	Sell	-267	Closed	-$13K	–	576
2022 Q1	$13K	Hold	267	–	–	﹤0.01%	301
2021 Q4	$11K	Hold	267	–	–	﹤0.01%	299
2021 Q3	$10K	Buy	+267	New	+$11.6K	﹤0.01%	298

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

O'Dell Group's WPM Position: Q3 2023 in Review

O'Dell Group sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 467 shares — an estimated $20.2K sold.

O'Dell Group first reported a position in WPM in Q3 2021 and held it in 4 quarters. The position peaked at $20.2K in Q2 2023. 488 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

O'Dell Group reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
O'Dell Group sold 467 Wheaton Precious Metals shares in Q3 2023, an estimated $20.2K.
O'Dell Group first reported a position in Wheaton Precious Metals in Q3 2021 and held it in 4 quarters.
O'Dell Group's Wheaton Precious Metals position peaked at $20.2K in Q2 2023.
488 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on O'Dell Group's 13F filing for Q3 2023, filed 13 Nov 2023.