Retirement Group’s Wheaton Precious Metals WPM Stock Holding History

Retirement 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 Q1	$222K	Hold	4,700	–	–	0.08%	105
2023 Q4	$232K	Hold	4,700	–	–	0.09%	95
2023 Q3	$191K	Hold	4,700	–	–	0.08%	105
2023 Q2	$203K	Hold	4,700	–	–	0.08%	96
2023 Q1	$226K	Hold	4,700	–	–	0.1%	85
2022 Q4	$184K	Hold	4,700	–	–	0.09%	90
2022 Q3	$152K	Sell	4,700 -1,717	-27%	-$56.4K	0.12%	69
2022 Q2	$231K	Hold	6,417	–	–	0.1%	95
2022 Q1	$305K	Hold	6,417	–	–	0.12%	85
2021 Q4	$275K	Sell	6,417 -30	-0.5%	-$1.24K	0.12%	96
2021 Q3	$242K	Buy	6,447 +30	+0.5%	+$1.31K	0.11%	104
2021 Q2	$283K	Hold	6,417	–	–	0.14%	91
2021 Q1	$245K	Hold	6,417	–	–	0.11%	114
2020 Q4	$267K	Sell	6,417 -1,500	-19%	-$67K	0.12%	106
2020 Q3	$388K	Hold	7,917	–	–	0.22%	83
2020 Q2	$349K	Buy	+7,917	New	+$311K	0.22%	80
2019 Q4	$236K	Buy	+7,917	New	+$216K	0.15%	97

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

Retirement Group's WPM Position: Q1 2024 in Review

Retirement Group held its Wheaton Precious Metals (WPM) position steady in Q1 2024 at 4,700 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #105.

Retirement Group first reported a position in WPM in Q4 2019 and has held it in 17 quarters since. The position peaked at $388K in Q3 2020. 517 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

Retirement Group held 4,700 shares of Wheaton Precious Metals worth $222K as of Q1 2024.
Retirement Group left its Wheaton Precious Metals share count unchanged in Q1 2024.
Wheaton Precious Metals made up 0.08% of Retirement Group's portfolio in Q1 2024, its #105 holding.
Retirement Group first reported a position in Wheaton Precious Metals in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Wheaton Precious Metals position peaked at $388K in Q3 2020.
517 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.