Opal Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Opal Wealth Advisors’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 Q3	–	Sell	-60	Closed	-$3.15K	–	1173
2024 Q2	$3.15K	Hold	60	–	–	﹤0.01%	882
2024 Q1	$2.83K	Buy	+60	New	+$2.71K	﹤0.01%	278

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Opal Wealth Advisors's WPM Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2024, closing a stake of 60 shares — an estimated $3.15K sold.

Opal Wealth Advisors first reported a position in WPM in Q1 2024 and held it in 2 quarters. The position peaked at $3.15K in Q2 2024. 603 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

Opal Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 60 Wheaton Precious Metals shares in Q3 2024, an estimated $3.15K.
Opal Wealth Advisors first reported a position in Wheaton Precious Metals in Q1 2024 and held it in 2 quarters.
Opal Wealth Advisors's Wheaton Precious Metals position peaked at $3.15K in Q2 2024.
603 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.