Bartlett & Co Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Bartlett & Co 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
2023 Q1	–	Sell	-215	Closed	-$8.4K	–	1113
2022 Q4	$8.4K	Hold	215	–	–	﹤0.01%	852
2022 Q3	$6.96K	Hold	215	–	–	﹤0.01%	876
2022 Q2	$7.75K	Hold	215	–	–	﹤0.01%	927
2022 Q1	$10.3K	Buy	+215	New	+$9.35K	﹤0.01%	828
2021 Q4	–	Sell	-215	Closed	-$8.08K	–	894
2021 Q3	$8.08K	Sell	215 -15	-7%	-$654	﹤0.01%	722
2021 Q2	$10.1K	Hold	230	–	–	﹤0.01%	687
2021 Q1	$8.82K	Buy	230 +215	+1,433%	+$8.53K	﹤0.01%	744
2020 Q4	$626	Buy	+15	New	+$670	﹤0.01%	1119

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

Bartlett & Co Wealth Management's WPM Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 215 shares — an estimated $8.4K sold.

Bartlett & Co Wealth Management first reported a position in WPM in Q4 2020 and held it in 8 quarters. The position peaked at $10.3K in Q1 2022. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

Bartlett & Co Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 215 Wheaton Precious Metals shares in Q1 2023, an estimated $8.4K.
Bartlett & Co Wealth Management first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 8 quarters.
Bartlett & Co Wealth Management's Wheaton Precious Metals position peaked at $10.3K in Q1 2022.
505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.