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American Portfolios Advisors’s Wheaton Precious Metals WPM Stock Holding History

American Portfolios 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
2022
Q3 		$41.3K Sell
1,276
-1,156
-48% -$38K ﹤0.01% 1818
2022
Q2 		$87.6K Buy
2,432
+764
+46% +$33.2K ﹤0.01% 1476
2022
Q1 		$79.4K Buy
1,668
+112
+7% +$4.87K ﹤0.01% 1644
2021
Q4 		$66.8K Hold
1,556
– – ﹤0.01% 1732
2021
Q3 		$58.5K Buy
1,556
+14
+0.9% +$611 ﹤0.01% 1692
2021
Q2 		$68K Hold
1,542
– – ﹤0.01% 1577
2021
Q1 		$58.9K Buy
1,542
+50
+3% +$1.98K ﹤0.01% 1545
2020
Q4 		$62.3K Sell
1,492
-150
-9% -$6.7K ﹤0.01% 1342
2020
Q3 		$80.4K Sell
1,642
-17
-1% -$867 ﹤0.01% 1147
2020
Q2 		$72.8K Sell
1,659
-100
-6% -$3.93K ﹤0.01% 1144
2020
Q1 		$47.9K Buy
1,759
+17
+1% +$491 ﹤0.01% 1177
2019
Q4 		$51.9K Sell
1,742
-75
-4% -$2.05K ﹤0.01% 1334
2019
Q3 		$47.7K Hold
1,817
– – ﹤0.01% 1299
2019
Q2 		$44K Hold
1,817
– – ﹤0.01% 1330
2019
Q1 		$43.3K Buy
1,817
+250
+16% +$5.32K ﹤0.01% 1256
2018
Q4 		$30.6K Sell
1,567
-995
-39% -$17K ﹤0.01% 1221
2018
Q3 		$44.8K Hold
2,562
– – 0.01% 1159
2018
Q2 		$56.5K Sell
2,562
-105
-4% -$2.26K 0.01% 1021
2018
Q1 		$54.3K Buy
2,667
+271
+11% +$5.57K 0.01% 981
2017
Q4 		$53.1K Buy
+2,396
New +$49.9K 0.01% 967

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

American Portfolios Advisors's WPM Position: Q3 2022 in Review

American Portfolios Advisors reduced its Wheaton Precious Metals (WPM) stake by 48% in Q3 2022, selling an estimated $38K and leaving 1,276 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

American Portfolios Advisors first reported a position in WPM in Q4 2017 and has held it in 20 quarters since. The position peaked at $87.6K in Q2 2022. 462 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

  • American Portfolios Advisors held 1,276 shares of Wheaton Precious Metals worth $41.3K as of Q3 2022.
  • American Portfolios Advisors sold 1,156 Wheaton Precious Metals shares in Q3 2022, an estimated $38K.
  • Wheaton Precious Metals made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1818 holding.
  • American Portfolios Advisors first reported a position in Wheaton Precious Metals in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Wheaton Precious Metals position peaked at $87.6K in Q2 2022.
  • 462 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.