Planned Solutions’s Wheaton Precious Metals WPM Stock Holding History

Planned Solutions’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 Q4	–	Sell	-118	Closed	-$7.21K	–	642
2024 Q3	$7.21K	Buy	+118	New	+$7.02K	﹤0.01%	473
2024 Q1	–	Sell	-118	Closed	-$5.82K	–	560
2023 Q4	$5.82K	Buy	+118	New	+$5.34K	﹤0.01%	463

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Planned Solutions's WPM Position: Q4 2024 in Review

Planned Solutions sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 118 shares — an estimated $7.21K sold.

Planned Solutions first reported a position in WPM in Q4 2023 and held it in 2 quarters. The position peaked at $7.21K in Q3 2024. 627 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

Planned Solutions reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 118 Wheaton Precious Metals shares in Q4 2024, an estimated $7.21K.
Planned Solutions first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 2 quarters.
Planned Solutions's Wheaton Precious Metals position peaked at $7.21K in Q3 2024.
627 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.