Advisor Partners II’s Wheaton Precious Metals WPM Stock Holding History

Advisor Partners II’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
2023 Q3	$573K	Buy	14,140 +1,876	+15%	+$80.9K	0.02%	664
2023 Q2	$530K	Buy	12,264 +1,234	+11%	+$58.6K	0.02%	584
2023 Q1	$531K	Buy	11,030 +4,069	+58%	+$178K	0.03%	542
2022 Q4	$272K	Buy	+6,961	New	+$252K	0.02%	722

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Advisor Partners II's WPM Position: Q3 2023 in Review

Advisor Partners II increased its Wheaton Precious Metals (WPM) stake by 15% in Q3 2023, buying an estimated $80.9K and bringing the position to 14,140 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #664.

Advisor Partners II first reported a position in WPM in Q4 2022 and has held it in 4 quarters since. 487 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

Advisor Partners II held 14,140 shares of Wheaton Precious Metals worth $573K as of Q3 2023.
Advisor Partners II bought 1,876 Wheaton Precious Metals shares in Q3 2023, an estimated $80.9K.
Wheaton Precious Metals made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #664 holding.
Advisor Partners II first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 4 quarters since.
487 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.