Align Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Align Wealth Management’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
2022 Q4	$110K	Buy	+3,400	New	+$123K	0.09%	36

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Align Wealth Management's WPM Position: Q4 2022 in Review

Align Wealth Management opened a new position in Wheaton Precious Metals (WPM) in Q4 2022: 3,400 shares worth $110K. The stake represents 0.09% of the portfolio and ranks #36 among its holdings.

513 funds tracked by Wall St. Rank hold WPM as of Q4 2022.

Align Wealth Management held 3,400 shares of Wheaton Precious Metals worth $110K as of Q4 2022.
Wheaton Precious Metals was a new Align Wealth Management position in Q4 2022.
Wheaton Precious Metals made up 0.09% of Align Wealth Management's portfolio in Q4 2022, its #36 holding.
513 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.