Schwartz Value Focused Fund WPM Holdings History
Schwartz Value Focused Fund's Wheaton Precious Metals Corp Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 35,000.00 shares of Wheaton Precious Metals Corp(WPM), totaling $2.72 Mil. This investment constitutes 3.68% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.01% of the outstanding Wheaton Precious Metals Corp(WPM) stock.
The initial trade took place in 2025Q1. And since then Schwartz Value Focused Fund has made 1 purchases of WPM, at an average price of $66.73, for a total of 35,000.00 shares. Based on historical transaction data and WPM's current price of $91.50, Schwartz Value Focused Fund's estimated gain on his WPM holdings is $866,950.00, reflecting a 37.12% gain to date.
Schwartz Value Focused Fund WPM ($91.50) Holding Chart
Schwartz Value Focused Fund WPM ($91.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
