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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 – 226
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 $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Salomon & Ludwin's WPM Position: Q2 2024 in Review

Salomon & Ludwin sold out of Wheaton Precious Metals (WPM) in Q2 2024, closing a stake of 392 shares — an estimated $18.5K sold.

Salomon & Ludwin first reported a position in WPM in Q1 2019 and held it in 8 quarters. The position peaked at $22K in Q4 2019. 552 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

  • Salomon & Ludwin reported no remaining Wheaton Precious Metals position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 392 Wheaton Precious Metals shares in Q2 2024, an estimated $18.5K.
  • Salomon & Ludwin first reported a position in Wheaton Precious Metals in Q1 2019 and held it in 8 quarters.
  • Salomon & Ludwin's Wheaton Precious Metals position peaked at $22K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.