Rational Advisors’s Wheaton Precious Metals WPM Stock Holding History

Rational 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
2023 Q3	–	Sell	-1,154	Closed	-$49.9K	–	308
2023 Q2	$49.9K	Sell	1,154 -44	-4%	-$2.09K	﹤0.01%	165
2023 Q1	$57.7K	Buy	1,198 +43	+4%	+$1.88K	﹤0.01%	136
2022 Q4	$45.1K	Buy	1,155 +34	+3%	+$1.23K	﹤0.01%	139
2022 Q3	$36K	Buy	1,121 +68	+6%	+$2.23K	﹤0.01%	144
2022 Q2	$38K	Buy	1,053 +139	+15%	+$6.03K	﹤0.01%	145
2022 Q1	$43K	Buy	914 +340	+59%	+$14.8K	﹤0.01%	142
2021 Q4	$25K	Buy	574 +331	+136%	+$13.6K	﹤0.01%	147
2021 Q3	$9K	Buy	+243	New	+$10.6K	﹤0.01%	188
2020 Q4	–	Sell	-23,171	Closed	-$1.14M	–	608
2020 Q3	$1.14M	Buy	23,171 +3,971	+21%	+$202K	0.49%	71
2020 Q2	$846K	Buy	+19,200	New	+$755K	0.44%	80
2013 Q3	–	Sell	-11,200	Closed	-$220K	–	907
2013 Q2	$220K	Buy	+11,200	New	+$267K	0.02%	496

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

Rational Advisors's WPM Position: Q3 2023 in Review

Rational Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 1,154 shares — an estimated $49.9K sold.

Rational Advisors first reported a position in WPM in Q2 2013 and held it in 11 quarters. The position peaked at $1.14M in Q3 2020. 488 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

Rational Advisors reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
Rational Advisors sold 1,154 Wheaton Precious Metals shares in Q3 2023, an estimated $49.9K.
Rational Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 11 quarters.
Rational Advisors's Wheaton Precious Metals position peaked at $1.14M in Q3 2020.
488 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on Rational Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.