Aviance Capital Partners’s Wheaton Precious Metals WPM Stock Holding History

Aviance Capital Partners’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 Q1	–	Sell	-13,400	Closed	-$524K	–	285
2022 Q4	$524K	Sell	13,400 -2,500	-16%	-$90.4K	0.12%	172
2022 Q3	$515K	Buy	15,900 +6,500	+69%	+$213K	0.13%	166
2022 Q2	$339K	Buy	+9,400	New	+$408K	0.08%	209

Other funds holding WPM

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VNIM

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

Aviance Capital Partners's WPM Position: Q1 2023 in Review

Aviance Capital Partners sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 13,400 shares — an estimated $524K sold.

Aviance Capital Partners first reported a position in WPM in Q2 2022 and held it in 3 quarters. The position peaked at $524K in Q4 2022. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

Aviance Capital Partners reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
Aviance Capital Partners sold 13,400 Wheaton Precious Metals shares in Q1 2023, an estimated $524K.
Aviance Capital Partners first reported a position in Wheaton Precious Metals in Q2 2022 and held it in 3 quarters.
Aviance Capital Partners's Wheaton Precious Metals position peaked at $524K in Q4 2022.
505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on Aviance Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.