Antonetti Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Antonetti Capital 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
2023 Q3	$507K	Hold	12,500	–	–	0.79%	21
2023 Q2	$540K	Hold	12,500	–	–	0.78%	19
2023 Q1	$602K	Hold	12,500	–	–	0.87%	18
2022 Q4	$489K	Buy	12,500 +12,000	+2,400%	+$434K	0.67%	22
2022 Q3	$16K	Hold	500	–	–	0.02%	192
2022 Q2	$18K	Hold	500	–	–	0.02%	186
2022 Q1	$24K	Hold	500	–	–	0.02%	190
2021 Q4	$21K	Hold	500	–	–	0.02%	243
2021 Q3	$19K	Buy	+500	New	+$21.8K	0.02%	254
2014 Q3	$40K	Hold	2,000	–	–	0.07%	59
2014 Q2	$53K	Hold	2,000	–	–	0.04%	103
2014 Q1	$45K	Hold	2,000	–	–	0.04%	118
2013 Q4	$40K	Hold	2,000	–	–	0.04%	133
2013 Q3	$50K	Hold	2,000	–	–	0.05%	157
2013 Q2	$39K	Buy	+2,000	New	+$47.6K	0.04%	170

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

Antonetti Capital Management's WPM Position: Q3 2023 in Review

Antonetti Capital Management held its Wheaton Precious Metals (WPM) position steady in Q3 2023 at 12,500 shares worth $507K. The position accounts for 0.79% of the portfolio, ranked #21.

Antonetti Capital Management first reported a position in WPM in Q2 2013 and has held it in 15 quarters since. The position peaked at $602K in Q1 2023. 487 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

Antonetti Capital Management held 12,500 shares of Wheaton Precious Metals worth $507K as of Q3 2023.
Antonetti Capital Management left its Wheaton Precious Metals share count unchanged in Q3 2023.
Wheaton Precious Metals made up 0.79% of Antonetti Capital Management's portfolio in Q3 2023, its #21 holding.
Antonetti Capital Management first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's Wheaton Precious Metals position peaked at $602K in Q1 2023.
487 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.