Salomon & Ludwin’s Wheaton Precious Metals WPM Stock Holding History

Salomon & Ludwin’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 Q2	–	Sell	-392	Closed	-$18.5K	–	837
2024 Q1	$18.5K	Hold	392	–	–	﹤0.01%	483
2023 Q4	$15.9K	Hold	392	–	–	﹤0.01%	442
2023 Q3	$15.9K	Buy	+392	New	+$16.9K	﹤0.01%	441
2020 Q2	–	Sell	-750	Closed	-$21K	–	228
2020 Q1	$21K	Hold	750	–	–	0.01%	136
2019 Q4	$22K	Buy	750 +300	+67%	+$8.2K	﹤0.01%	152
2019 Q3	$12K	Hold	450	–	–	﹤0.01%	159
2019 Q2	$11K	Hold	450	–	–	﹤0.01%	158
2019 Q1	$11K	Buy	+450	New	+$9.57K	﹤0.01%	162

Other funds holding WPM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return