Operose Advisors’s Wheaton Precious Metals WPM Stock Holding History

Operose 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 Q1	–	Sell	-576	Closed	-$28.4K	–	675
2023 Q4	$28.4K	Hold	576	–	–	0.01%	299
2023 Q3	$23.4K	Hold	576	–	–	0.01%	449
2023 Q2	$24.9K	Hold	576	–	–	0.01%	215
2023 Q1	$27.7K	Hold	576	–	–	0.01%	200
2022 Q4	$22.5K	Sell	576 -1,471	-72%	-$53.2K	0.01%	210
2022 Q3	$66K	Buy	+2,047	New	+$67.2K	0.04%	131

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Operose Advisors's WPM Position: Q1 2024 in Review

Operose Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 576 shares — an estimated $28.4K sold.

Operose Advisors first reported a position in WPM in Q3 2022 and held it in 6 quarters. The position peaked at $66K in Q3 2022. 517 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

Operose Advisors reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
Operose Advisors sold 576 Wheaton Precious Metals shares in Q1 2024, an estimated $28.4K.
Operose Advisors first reported a position in Wheaton Precious Metals in Q3 2022 and held it in 6 quarters.
Operose Advisors's Wheaton Precious Metals position peaked at $66K in Q3 2022.
517 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on Operose Advisors's 13F filing for Q1 2024, filed 13 May 2024.