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Wetzel Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-424
Closed -$20K – 897
2024
Q2 		$20K Hold
424
– – 0.01% 342
2024
Q1 		$22.3K Hold
424
– – 0.01% 363
2023
Q4 		$21K Buy
+424
New +$19.2K 0.01% 375

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Fidelity International
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Royal Bank of Canada
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TD Asset Management
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Wetzel Investment Advisors's WPM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2024, closing a stake of 424 shares — an estimated $20K sold.

Wetzel Investment Advisors first reported a position in WPM in Q4 2023 and held it in 3 quarters. The position peaked at $22.3K in Q1 2024. 603 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Wheaton Precious Metals position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 424 Wheaton Precious Metals shares in Q3 2024, an estimated $20K.
  • Wetzel Investment Advisors first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Wheaton Precious Metals position peaked at $22.3K in Q1 2024.
  • 603 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.