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Redwood Wealth Management Group’s Wheaton Precious Metals WPM Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-231
Closed -$12.1K – 1101
2024
Q2 		$12.1K Buy
+231
New +$12.4K 0.01% 547

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
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Massachusetts Financial Services
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Redwood Wealth Management Group's WPM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Wheaton Precious Metals (WPM) in Q3 2024, closing a stake of 231 shares — an estimated $12.1K sold.

Redwood Wealth Management Group first reported a position in WPM in Q2 2024 and held it in 1 quarter. The position peaked at $12.1K in Q2 2024. 605 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Wheaton Precious Metals position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 231 Wheaton Precious Metals shares in Q3 2024, an estimated $12.1K.
  • Redwood Wealth Management Group first reported a position in Wheaton Precious Metals in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Wheaton Precious Metals position peaked at $12.1K in Q2 2024.
  • 605 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.